Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisor Group's BD Consolidation a 'Sign of the Times'
By Janet LevauxIndustry watchers weigh in on the plan to merge three former Ladenburg Thalmann BDs into Securities America.
May 08, 2020
Gen Z, Millennials More Worried About Their Portfolios Than Their Health During COVID-19 Crisis: Survey"To watch a nest egg's value reduce drastically in almost the blink of an eye is enough to shake up anyone," E-Trade's Mike Loewengart said.
May 07, 2020
Raymond James Adds $507M UBS Advisors: Recruiting RoundupMeanwhile, LPL picks up another group from Securities America; this one is based in Texas.
May 06, 2020
PPP Loan Distribution Doesn't Reflect Need: New York FedResearchers found a surprising explanation for the disparity.
May 06, 2020
The 3 Types of Investors, and How Advisors Can Better Serve ThemHere's how to give clients as much, or as little, engagement in the investing and planning process as they would prefer.
May 06, 2020
What It Takes for Investors to Trust the Investment Management IndustryAmong professions, financial services ranks in the middle tier of trust while medicine ranks at the top, the CFA Institute reports.
May 06, 2020
Franklin Templeton Buys Digital Wealth Platform AdvisorEngineThe deal comes less than three months after Franklin acquired asset manager Legg Mason for $4.5 billion.
May 05, 2020
How a Consultant Turns Her Own Career Into Client GrowthThanks to time spent at LPL and other firms, Echelon Partners' Carolyn Armitage can take leaders to the next level.