Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Robo-Advisors: Regulators May Be Closer Than You Think
By Kurt WolfeRight now it might be the Wild West, but sometime soon, robos might find a new sheriff.
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.
April 18, 2020
Investing Platform Motif to Shut DownThe firm, led by Hardeep Walia, says client accounts will be moved to Folio Investing.
April 17, 2020
RIA Valuations, Financing Options Remain Strong: EchelonThe wealth management sector remains "super healthy" despite the pandemic, managing partner Dan Seivert says.
April 17, 2020
How George Papadopoulos Serves Clients (From Home) in Stressful TimesThe current situation is especially tough on clients who work in health care, he tells ThinkAdvisor.
April 17, 2020
Wells Fargo Cuts Fee, Minimum for Its Robo-Advisory ServiceWells Fargo's digital offering now has one of the lowest minimums to qualify for advice from a human advisor.
April 16, 2020
XY Planning Network Offers Virtual InternshipsThe program is intended to help CFP students whose internships were canceled as a result of the coronavirus crisis.