Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Summit Taps Ex-Dynasty Exec for Business Development Role
By Janet LevauxEd Friedman, a longtime Morgan Stanley employee, is set to lead the RIA's growth efforts.
April 27, 2020
Put People First, Profits SecondThere are steps advisory firms can take now to ensure they have a future for their practices tomorrow.
April 27, 2020
3 Reasons to Hire in Turbulent TimesFor businesses that don't have to cut budgets during the pandemic, this could be the right time to add some top staff.
April 27, 2020
How COVID-19 Is Impacting More Than Industry EventsVirtual shows might grow. But the advice business is built on relationships, which are best nurtured in person.
April 27, 2020
Final Thoughts for the Final ColumnThese are four key ways advisors and our industry can continue to serve clients — and make a difference.
April 27, 2020
Exit Stage RightThe COVID-19 crisis asks us to make things better now and consider how we'll respond to future threats.
April 27, 2020
M&A: What's Next in Early 2020?Suppressed deal flow presents a good opportunity for potential buyers and sellers. RIAs should take the chance to consider how M&A efforts perpetuate the broader objectives of an advisory firm.
April 27, 2020
How to Best Lead Your Advisory Firm TodayDuring the COVID-19 crisis, advisors should assess what "friction" their practices can withstand, says David DeVoe.