Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Top Women in WealthTech 2020: Jess Liberi of eMoney Advisor
By Janet LevauxWhen it comes to women in the field, "Find an area you are passionate about, and dive in headfirst," she said.
January 22, 2020
Top Women in WealthTech 2020: Doreen Griffith of Securities AmericaShe says the Next-Gen program of parent firm Ladenburg is in its third year and "makes a quantifiable difference."
January 22, 2020
Top Women in WealthTech 2020: Colleen Bell of Cambridge Investment ResearchIf technology can drive us to work, it should be able to tells clients when they are off course from meeting financial goals, she says.
January 22, 2020
Top Women in WealthTech 2020: Andina Anderson of Envestnet"When I started with Tamarac in 2008, we had five employees; today we have over 380 ..., " said the executive.
January 22, 2020
Top Women in WealthTech for 2020This is the second year of our recognition program, which highlights the careers of 15 female leaders of innovation.
January 22, 2020
M&As Have Banner Year, but What's Next?DeVoe's annual wrap-up has some good news for sellers, but with cautions attached.
January 21, 2020
Your Firm's Succession Plan May Be Missing Someone: A Gen XerA little-discussed factor in the talent shortage: Market downturns in the 2000s wiped out many Gen X advisors.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.