Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Top Women in WealthTech 2020: Mary-Catherine Lader of Aladdin, BlackRock
By Janet Levaux"Women's ability to rely on each other as partners and mentors within this space" is crucial for increasing their presence, she said.
January 22, 2020
Top Women in WealthTech 2020: Andina Anderson of Envestnet"When I started with Tamarac in 2008, we had five employees; today we have over 380 ..., " said the executive.
January 22, 2020
Top Women in WealthTech for 2020This is the second year of our recognition program, which highlights the careers of 15 female leaders of innovation.
January 22, 2020
M&As Have Banner Year, but What's Next?DeVoe's annual wrap-up has some good news for sellers, but with cautions attached.
January 21, 2020
Your Firm's Succession Plan May Be Missing Someone: A Gen XerA little-discussed factor in the talent shortage: Market downturns in the 2000s wiped out many Gen X advisors.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.
January 17, 2020
Schwab Clears $4T Mark but Posts Big Drop in Trading RevenueHere's how the end of trading commissions affected Schwab's fourth-quarter earnings.
January 16, 2020
Mercer Taps RIA Veteran for New Role, Cetera Promotes Exec: Recruiting RoundupMartine Lellis has 18 years of experience in financial services business, while Connie Gregory has more than 25.