Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The 2020 IA25: Lisa Burns
By Janet LevauxFidelity Institutional's head of Platform Technology says advisors need to make clients' lives easier during the COVID-19 pandemic.
April 21, 2020
Possible Data Breach Affected Some COVID-19 Loan Applicants: SBAThe private data of nearly 8,000 small-business applicants may have been exposed to others, the agency stated.
April 21, 2020
Millennial Investors Show Their Faith in Stocks: Q1 AnalysisNew self-directed and robo-advised accounts by investors of all ages soared, Apex Clearing reported.
April 21, 2020
Robo-Advisors: Regulators May Be Closer Than You ThinkRight now it might be the Wild West, but sometime soon, robos might find a new sheriff.
April 21, 2020
Schwab-TD Ameritrade Deal 'on Track': CEO BettingerDespite lower expected net interest income and overall revenue, the firm says no layoffs are expected due to coronavirus.
April 20, 2020
Advisor Group Grabs Another LPL ExecThe news comes two months after Advisor Group acquired Triad and four other BDs from Ladenburg Thalmann.
April 20, 2020
Motif to End ETF Indexing Deal With GoldmanETF researcher Dave Nadig discusses what's next for the funds.
April 20, 2020
Dynasty Teams With RIA Mariner to Launch Wealth PlatformThe venture aims to combine Dynasty's platform with Mariner's wealth management skills.