Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisor Group-Ladenburg Merger Is Final. What Will Happen to the BDs?
By Janet LevauxThe new firm will have over 11,000 advisors and nine BDs. Is consolidation in the offing?
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.
February 12, 2020
Number of Female CFPs Hits Record LevelGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 11, 2020
RIA Carson Wealth Adds 3 Merged Firms With $182MThe addition of the boutique RIAs boosts Carson's AUM past $12 billion.