Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Can Interactive Brokers' New Fund Marketplace Lure RIAs?
By Janet LevauxThere are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?
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.
May 15, 2020
Internal Succession Planning: How We Did ItInternal succession plans take time and investment in developing people; ours started 15 years ago.