Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
LPL Beats Estimates; Earnings & Sales Rise 7%
By Janet LevauxThe number of affiliated advisors totaled 16,763, up 574 from a year ago and 299 from the prior quarter.
April 30, 2020
BD to Roll Out Zero-Interest M&A LoansLaSalle St. intends for the program to help advisors speed up succession planning.
April 29, 2020
3 Ways to Best Support Your Remote TeamIt's time to embrace the "new normal" of working from home and to help your staff adjust to it.
April 28, 2020
Schwab Moves Impact Conference Online, Shares Merger UpdateThe firm says its RIA conference in November will not be held in person.
April 28, 2020
FTV Capital Buys Majority Stake in DocupaceAs part of the deal, David Knoch, former head of 1st Global, becomes CEO of the cloud-focused wealthtech firm.
April 28, 2020
The IA25: VIPs for Very Uncertain TimesHere are the top industry leaders of 2020, as decided by readers of Investment Advisor.
April 28, 2020
The 2020 IA25 Winners: Voices in a Crisis"Clients will remember how you responded during this critical time. You need to let them know you are there for them," said Ed Slott.
April 27, 2020
Summit Taps Ex-Dynasty Exec for Business Development RoleEd Friedman, a longtime Morgan Stanley employee, is set to lead the RIA's growth efforts.