Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The Best Ways to Build a Flexible Office
By Angie HerbersShould advisory firms bring staff back to the office or stay virtual? And how do you make new arrangements succeed?
May 20, 2020
Wealth Exec's Grit Earned Her More Than a MittWith her softball story, Haverford Trust's Binney Wietlisbach shows how being assertive pays off for women.
May 19, 2020
LPL to Roll Out AdvicePay ToolCreated by Michael Kitces and Alan Moore, AdvicePay lets advisors accept payments via credit card or electronic bank transfer.
May 18, 2020
Group Sues SEC Over Collection of Investor DataThe gathering of such personal information "is an unnecessary and substantial risk to the privacy of American investors."
May 18, 2020
Advisor Comp May See Big Change Due to COVID-19: Aite GroupThe shift will move from a focus on asset base to one that also includes services provided.
May 18, 2020
3 Steps I Took to Switch Firms in a PandemicThe move went smoothly because I followed key rules that apply to any economic environment.
May 15, 2020
LPL Modeling Program Tops $2BThe service, which lets advisors run custom portfolios and outsource daily tasks, had about $600 million a year ago.
May 15, 2020
Why Goldman's Folio Deal Is Good News for SchwabIt bodes well for the TD Ameritrade deal — and for another big potential player, T3's Joel Bruckenstein tells ThinkAdvisor.