Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
SEC Aims to Shake Up Exchanges' Market Data Domination
By Janet LevauxIn effect, its proposal would replace the "exclusive" model with a decentralized model of "competing consolidators."
February 13, 2020
5 Common Blind Spots on Social SecuritySimplyWise asked five Social Security questions, and only 1 in 300 people answered them all correctly.
February 13, 2020
RIA Captrust Adds $654M North Carolina TeamCaptrust's latest acquisition is a 10-person team, including five advisors.
February 13, 2020
Stifel Nabs $332M Merrill Reps in TexasMeanwhile, a Woodbury Financial Services affiliate adds a father-daughter team with $115 million in North Carolina.
February 12, 2020
5 Ways to Turn Your Strategic Plan Into ActionHow you set up and execute your advisory firm's goals could make or break your business.
February 12, 2020
Banks, Financial Services Must Do Better on Diversity: House ReportAlthough the business has made strides in diversity hiring, it's not enough, says the House Financial Services Committee.
February 12, 2020
Jamie Hopkins Named Head of Carson CoachingThe new role is an addition to his post as Carson Group's director of retirement research.
February 12, 2020
How 2 CFPs Teamed Up to Serve Younger ClientsLazetta Rainey Braxton and Rianka Dorsainvil talk to ThinkAdvisor about forming an online advisory firm for Gen Xers and millennials.