Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Raymond James Fires Employee Over BLM Clash
By Janet LevauxHe and his wife were videotaped confronting a man, then calling the police, over a Black Lives Matter sign in San Francisco.
June 11, 2020
LPL Rolls Out Succession Planning ProgramAssurance Plan offers advisors a minimum purchase price for a practice, based on a multiple of the advisor's recurring revenue.
June 10, 2020
Captrust Buys $1.6B Wealth FirmThe news comes a week after Captrust sold a minority interest to a private equity group.
June 10, 2020
Gundlach: Stocks Headed for Trouble; Fed Could Bend Yield CurveMeanwhile, the Fed could institute "hyper-hyper QE" and also "yield curve control," he said.
June 09, 2020
FPA's Virtual Externship Hosts 1,950 ParticipantsCFP professionals are providing instruction on eight financial planning modules.
June 08, 2020
Next Generation of RIAs Not Ready to Lead: DeVoeMany advisory firms fall short on long-term career development for young employees, a DeVoe survey finds.
June 05, 2020
Why Planning-Led Advisors Are Better Positioned During a PandemicClients with a financial plan are seven times happier than those without, which suggests the added benefit planning can provide.
June 04, 2020
Schwab's Purchase of TD Ameritrade: A TimelineThe race to zero commissions, which set the $26 billion deal in motion, kicked into high gear about eight months ago.