Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Robinhood Under Scrutiny by Congress
By Bernice NapachSeveral lawmakers aren't satisfied with the platform's response to a customer's suicide.
July 14, 2020
Creative Planning Acquires $600M RIA in WisconsinThun Financial Advisors specializes in working with U.S. investors who live overseas.
July 14, 2020
Redtail CEO Joins Riskalyze BoardThe news raises questions about Riskalyze's growth plans and comes soon after the Orion-Brinker tie-up.
July 14, 2020
NFL Advisor Program Adds Bernstein Private WealthThe firm joins Goldman Sachs and Bessemer Trust as institutional members.
July 13, 2020
7 Predictions for the Investment Industry: William BlairThe firm's research details the big changes afoot, from technology to investing strategies to retirement planning.
July 13, 2020
Wealthy Investors Anticipate Long-Lasting Lifestyle Changes After COVID-19: UBSThe vast majority of investors in a survey reported financial damage, but that's not the only lasting consequence they expect.
July 11, 2020
5 College Planning Tips for the Upcoming School YearAdvisors can help families and students prepare financially for a very unusual year.