Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How to Help Clients Embrace Emotions to Make Better Financial Decisions
By Jane Wollman RusoffAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 21, 2021
6 Steps for Turning Cold Leads Into Long-Term Clients"Hard sell" tactics will chase away prospective clients. Instead, try these nurturing methods to build relationships that last.
January 20, 2021
LPL Nabs Microsoft Exec to Lead Advisor SolutionsEd Fandrey will be based in San Diego and report to President & CEO Dan Arnold.
January 19, 2021
How the TD Ameritrade Deal Affected Schwab's Q4 EarningsSchwab beat estimates and RIA assets topped $3 trillion in its first quarterly report after the deal, which closed Oct. 6.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 13, 2021
Mercer Acquires $850M Arizona RIARowland Carmichael Advisors "will bolster our already strong presence in the Southwest," says Mercer CEO Dave Welling.
January 13, 2021
Ed Slott Joins American College FacultyThe CPA will contribute to College's RICP program and help staff focused on retirement distribution planning.
January 08, 2021
New PPP Loans: Questions and AnswersNow that the PPP is reopening, here's what you need to know to help your small-business clients speed up the loan application process.