Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Study Finds Good News for 11 College Endowments That Embraced Sustainable Investing
By Ginger SzalaThe colleges beat their benchmarks while reducing costs, the study found.
February 20, 2020
What Morgan Stanley's E-Trade Deal Means for RIAsBlogger Michael Kitces, Dynasty CEO Shirl Penney and others industry VIPs talk about the deal's implications.
February 20, 2020
LPL Brings on $495M Reps: Recruiting RoundupMeanwhile, Raymond James and Wells Fargo pick up advisors from wirehouse firms and other broker-dealers.
February 19, 2020
Why It's Time to Hone Your Emotional IntelligenceTo succeed in the future, advisors won't need to compete with AI; they'll collaborate with it to enhance their client relationships.
February 19, 2020
LPL Says Tech Update Makes It 'Easier to Turn Prospects Into Clients'The independent broker-dealer explains how a new integration has improved its ClientWorks advisor platform.
February 19, 2020
Carson Group to Slash Tech Costs for Partner FirmsThe initiative is set to take effect April 1 for most technology costs, according to the Omaha-based company.
February 19, 2020
UBS Snatches $6B Wealth Team From GoldmanThe under-50 duo of Denis J. Cleary and Gregory M. Devine also have about $20 million in yearly fees and commissions.
February 18, 2020
Fidelity Adds New Capabilities, User Testing to Integration XchangeThe enhancements focus on self-service functionality that allow wealth management firms to customize their use of technology.