Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
3 Ways Advisors Can Succeed With Video
By Megan CarpenterClients are using Zoom and similar tools like never before, so advisors should be connecting with them this way, too.
May 21, 2020
Raymond James, RBC and LPL Nab Wirehouse Reps Virtually: Recruiting RoundupThe firms recently added advisors from UBS, Morgan Stanley and Wells Fargo, despite the pandemic-related shutdown.
May 20, 2020
The Best Ways to Build a Flexible OfficeShould advisory firms bring staff back to the office or stay virtual? And how do you make new arrangements succeed?
May 20, 2020
Can Interactive Brokers' New Fund Marketplace Lure RIAs?There are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?
May 20, 2020
Interactive Brokers Rolls Out 'No Load' Fund ShopU.S. clients can trade some 10,000 no-load and load-waived funds, as well as 4,300 products without transaction fees.
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."