Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Prospecting: Everyone's Looking for the Silver Bullet
By Bryce SandersIs there a foolproof way to add clients and increase your assets?
June 15, 2020
Raymond James Fires Employee Over BLM ClashHe and his wife were videotaped confronting a man, then calling the police, over a Black Lives Matter sign in San Francisco.
June 12, 2020
Human Capital: John Reed Stark Identifies Lurking Cybersecurity RisksIn this episode, Stark warns, "There are legions of soldiers waking up every morning with the sole desire to attack U.S. systems."
June 11, 2020
Why It's Time to Embrace Self-Managed TeamsWhen it comes to helping firms grow, the traditional performance management system is largely broken.
June 11, 2020
LPL Rolls Out Succession Planning ProgramAssurance Plan offers advisors a minimum purchase price for a practice, based on a multiple of the advisor's recurring revenue.
June 10, 2020
Captrust Buys $1.6B Wealth FirmThe news comes a week after Captrust sold a minority interest to a private equity group.
June 10, 2020
Gundlach: Stocks Headed for Trouble; Fed Could Bend Yield CurveMeanwhile, the Fed could institute "hyper-hyper QE" and also "yield curve control," he said.
June 09, 2020
FPA's Virtual Externship Hosts 1,950 ParticipantsCFP professionals are providing instruction on eight financial planning modules.