Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisors Beware: Subscription-Based Financial Advice Gearing Up
By Bernice NapachA study by EY recommends that financial firms adopt a subscription model or risk being outrun by tech firms entering the market.
April 23, 2019
Why an LPL Advisor and His Virtual Admin Are CelebratingThrough a long-distance program, Rick DiStefano is working with Veronika Thruston to increase business and eliminate headaches.
April 23, 2019
CFP Board Maps Out Ethics and Standards, With ChartsThe board's new Roadmap gives financial planners simple breakdowns of complicated processes and client meetings.
April 22, 2019
Warren Proposes Scrapping Student Debt for MillionsDemocratic candidate says she'd cancel up to $50,000 in loans; her plan includes free public college and boosts Pell Grants.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.
April 22, 2019
26-Year-Old CFP Offers Financial Planning for NerdsSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.
April 22, 2019
Consumer Satisfaction Higher at Digital-Only BanksFIS survey finds 63% of direct-to-consumer bank customers said they were "extremely satisfied."
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.