Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Cambridge Streamlines Data Input for Advisors
By Ginger SzalaAdvisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
February 20, 2019
HighTower Nabs $2.6B Group in Memphis: Recruiting RoundupMeanwhile, Raymond James' Alex. Brown division has added a veteran advisor from Wells Fargo with $113 million in client assets in Boston.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 20, 2019
Is There a Missing Link in Your Client Experience?Take the time to explore this side of your advisory business in order to produce long-term results.
February 19, 2019
What Millennials Want From Their Advisors: NationwideResearchers asked millennials what they look for in an advisor and what they want advisors to do.
February 15, 2019
4 Ways to Make Culture Count for Independent Advisors"Culture" is a term often thrown around today, but what does it mean, and what do firms need to do to harness it?
February 15, 2019
Why the Commonwealth-MassMutual Tie-Up Is a 'Big Deal'"All companies have to think of themselves as technology companies now," a Commonwealth tech exec says.
February 14, 2019
ESG Funds Outperform in Growth and Returns in 2018: MorningstarThe number of ESG funds grew by 50%, while money gushed in.