Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Why Griffin Black Head Jane Beule Puts People First
By James J. GreenThe leader of RIA firm Griffin Black is a financial analyst and Harvard MBA who's conversant in tech and knows what's most important.
February 26, 2019
TD Ameritrade CEO Lays Out Strategy; Edelman to Leave Bitcoin Venture"We've been ambiguous about this in the past," but "our strategy is clear," Tim Hockey told advisors assembled at the firm's National LINC event.
February 25, 2019
Fidelity Investments Launches Fund Focused on Founder-Led Companies: Portfolio ProductsAlso, Franklin Templeton launched low-cost regional and country ETFs in Canada.
February 22, 2019
CFP Board Expands Campaign to Attract Young, Diverse Talent Into Financial PlanningThe educational campaign includes a new spokesperson, a new day-in-the-life video and promotional toolkits for academic institutions and CFP professionals.
February 22, 2019
5 Test-Taking Tips for FINRA's New SIE Exam: KaplanHere's what to expect from the exam, according to Kaplan, which has prepared thousands of test takers.
February 22, 2019
The Best Performing Robo-Advisors of 2018For the first time, the latest Robo Report also includes three-year performance numbers.
February 22, 2019
Pot Sales Edge Up in Slow Start for Canada's Legal MarketInterest in legalized cannabis is slowly growing in Canada, but it is growing.
February 21, 2019
Envestnet to Buy Schwab's PortfolioCenterThe deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?