Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisor Comp May See Big Change Due to COVID-19: Aite Group
By Bernice NapachThe shift will move from a focus on asset base to one that also includes services provided.
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.
May 14, 2020
Goldman to Buy Folio FinancialWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.
May 14, 2020
3 Top Ways to 'Touch' Clients in a PandemicYou can show empathy not in automated messages but through personal texts, DMs, emails and calls to your clients.
May 14, 2020
RBC Nabs $600M UBS TeamThe wealth firm says COVID-19 shelter-in-place restrictions have "not slowed" its recruiting pace.
May 13, 2020
2 Ways to Boost Staff Morale — RemotelyThere are steps to keep your advisory firm's culture alive, even as your employees work from home during the pandemic.
May 13, 2020
Hightower Launches Virtual Education Program for Its AdvisorsFour separate courses are being offered, and more are expected in the future.