Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Helping Underserved Clients Turn Income Into Wealth
By Jane Wollman RusoffDiversity advocate Lazetta Rainey Braxton tells ThinkAdvisor why she left her job advising HNWs to start an RIA.
February 13, 2019
Joe Duran: 4 Ways to Show Clients You're 'Worth It'The head of United Capital tells advisors to take a lesson from premium brands: "Price is fact. Value is perception."
February 13, 2019
Josh Brown's Tech Advice for Advisors: Calm Down!Think you need your own robo-advisor or an elaborate proprietary tech platform? You don't, Brown says.
February 13, 2019
Sen. Warren Reintroduces Graduate Student Savings ActThe bill allows funds from graduate students' stipend or fellowship to be deposited into an IRA.
February 11, 2019
How UBS' Ellen Pierce Mentored Dozens of Female AdvisorsWomen are the main benefactors of a great wealth transfer underway — and many prefer to work with female advisors, Pierce says.
February 11, 2019
Here's the Next Big Thing That Will Disrupt ETFs and Your PracticeThis is "the next $100 billion advisor opportunity," according to Matt Hougan and Dave Nadig.
February 08, 2019
What's Next for Advisors? Envestnet Betting on Voice TechExecutive Frank Coates breaks down the power of analytics today and what voice-enabled tools will look like tomorrow.
February 07, 2019
Fidelity Launches First Model Portfolios With ETFsThe two income-producing portfolios include active and passive mutual funds along with ETFs.