Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Number of Female CFPs Hits Record Level
By Ginger SzalaGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 11, 2020
Schwab 'Loves' Small RIA Firms: Bernie ClarkSchwab execs affirmed the firm's commitment to the RIA industry while the DOJ reviews its acquisition of TD Ameritrade.
February 11, 2020
3 Big Advisor Worries About Schwab-TD Ameritrade Deal: Joel BruckensteinThe T3 president told ThinkAdvisor about the chatter he heard on the ground at the TD Ameritrade National LINC conference.
February 10, 2020
UBS Revamps iPhone App With Client, Advisor FeedbackThe new app was designed to provide clients with fuller picture of their total wealth.
February 10, 2020
Barclays Introduces 10-Year Bear ETNs: Portfolio ProductsAlso, RIA Wedmont launches a tech-enabled private wealth manager platform.
February 07, 2020
Robos Are Now Everywhere, Luring Away Your Future ClientsRobos are becoming better positioned to hook clients earlier in their financial lives, researcher David Goldstone says.
February 06, 2020
Ameriprise Recruits a Family BD, Other Teams With $668MThe IBD Morton Seidel, in business for some 95 years, jumps to Ameriprise; meanwhile, LPL adds reps with $390 million.
February 05, 2020
3 Must-Ask Questions for Succession PlanningMany advisors are so focused on the business, they miss making the best plan for their own retirement.