Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
2019 IA25 Fintech Winners
By Janet LevauxHere are this year's top vote getters in the field of financial technology.
April 26, 2019
Regtech Officials Expect Action Soon on Financial Transparency ActThe CEO of The Data Coalition says the act will be a "game changer" and will standardize financial reporting.
April 26, 2019
How Investing Pros Avoid 'Greenwashing'These ESG investors give insights into green bonds and socially responsible investing.
April 25, 2019
A Cybersecurity Firm's Propaganda May Hide Red FlagsThere are red flags even when dealing with cybersecurity firms. Here's what to watch for.
April 24, 2019
The Truth About Scaling Your BusinessHere's how to avoid "over servicing" clients and over spending on technology, while increasing revenues and raising profits.
April 24, 2019
FINRA Launches New Fintech OfficeFINRA's Cook said that innovation poses new challenges for their members, and "it is essential that we as regulators keep pace."
April 24, 2019
Fidelity Expands Its Digital Store for AdvisorsThe Wealthscape Integration Xchange now includes tools from Addepar and Wealthbox.
April 24, 2019
Celebrity Advisor David Bach: Get Millennials Now or Lose Business LaterBach, the writer of "The Latte Factor," urges advisors to get in front of their millennial clients "in the next five years," or lose them.