Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The Lowdown on Michael Kitces' New Gig
By Janet LevauxHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.
March 30, 2020
Success Secrets That Female Advisors Can Teach Their PeersWomen think holistically, which is a boon to their clients and supports the development of long-lasting client-advisor relationships.
March 30, 2020
6 Portfolio Directions for Uncertain TimesIndustry experts highlight trends in investing and financial planning, and what they mean for advisors during the COVID-19 crisis.
March 30, 2020
Why More Advisors Are Using Model Portfolios: Envestnet ExecAmidst market volatility tied to the coronavirus, the platform provider sees this business expanding, says Tim Clift.
March 30, 2020
How Ford Went From Family RIA to BD ExecErinn Ford, now head of KMS Financial, says her mother was an industry "pioneer" when she started out in the advisory field in 1975.
March 28, 2020
Morgan Stanley Gets Thumbs-Up on E-Trade Deal: ReportMeanwhile, Charles Schwab's plan to buy TD Ameritrade is still under investigation, according to Bloomberg.
March 27, 2020
Douglas Boneparth's Work-From-Home SecretsThe advisor, a popular presence on Twitter, tells ThinkAdvisor his system for balancing financial planning and family time.
March 27, 2020
Could the Fed's Cure Be Worse Than the Disease?The alphabet soup of asset-buying programs will basically nationalize large swaths of the financial markets, with profound results.