Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Ways Robo-Advisors Improve Client Onboarding
By Danielle AndrusA recent report by Corporate Insight examined the client onboarding process at several leading digital advice platforms.
May 26, 2017
Millennial Donors ‘Bullish on Charities’Here's how millennials' giving stacks up against that of older generations, according to a survey.
May 19, 2017
Millennials Are Top Savers, but Not for RetirementFor a majority of millennials, saving no longer has a retirement focus; its about financial freedom.
May 16, 2017
How Millennial Women Are Modernizing Philanthropy: Fidelity CharitableA new study highlights differences in mens and womens giving approaches.
May 04, 2017
How Doctors, Lawyers Are Different From Other Wealthy ClientsDoctors, lawyers, accountants and other professionals have a unique approach to investing, according to a new study by Spectrem.
May 01, 2017
Pay Attention to Gen X WomenThe Generation X woman has become the apex consumer in our marketplace, Cam Marston says.
April 13, 2017
Serving Affluent Investors With Robo, UMA Models: CelentTax management is a key area where UMAs and robo-advisors overlap.
April 05, 2017
JPMorgan Moves Ahead on Robo-Advisor, but Doesn’t Call It ThatThe bank refers to it as an automated advisor; CEO Dimon says the firm spent $600 million on fintech last year.