Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The 2020 IA25: Ron Carson
By Janet LevauxThe Carson Group CEO says now's the time "to leverage a planning-focused mindset and be proactive with clients."
April 22, 2020
The 2020 IA25: Josh BrownThe CEO of Ritholtz Wealth says clients want to talk about both health and wealth during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Tom BradleyCharles Schwab's head of Advisor Services explains what advisors should do to best service clients at this critical time.
April 22, 2020
The 2020 IA25: Lisa BurnsFidelity Institutional's head of Platform Technology says advisors need to make clients' lives easier during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Christine BenzMorningstar's director of personal finance says advisors should serve as sifters of news and information during the pandemic.
April 22, 2020
How Cheryl Nash Keeps Moving Forward as a Fintech StarThe CEO's mastered every job in the firm she leads, giving her varied views on the business and what it can offer women.
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.