Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab Clears $4T Mark but Posts Big Drop in Trading Revenue
By Janet LevauxHere's how the end of trading commissions affected Schwab's fourth-quarter earnings.
January 15, 2020
Does Your Team Really Need a COO?To grow, your firm should figure out if it requires someone to oversee its operations or to set its strategic direction.
January 15, 2020
FINRA, SEC Warn of Ongoing Cyber ThreatsPhishing, ransomware and disgruntled ex-workers are among the many challenges firms face.
January 15, 2020
How to Bridge the Boomer-Millennial GapThe leaders of Johndrow Wealth Management share their secrets of teamwork and business success.
January 14, 2020
3 Ways to Address Our Industry's Gender BiasIt's time to tackle the structural issues that work against women in financial services.
January 14, 2020
Does the 'Old Boys Club' Still Exist?Researchers look at a bank to see if men have a schmooze network that lets them interact more with powerful men and get more promotions.
January 14, 2020
Tracking Women-Led Funds vs. BenchmarksGoldman Sachs' report finds that female-managed funds tend to "tilt toward defensive and high-growth industries."
January 13, 2020
Next Job for Seahawks' Marshawn Lynch: Retirement Advisor?Lynch's advisor at UBS said, "He understands the transition [to retirement] better than anyone in the NFL, since he's done it twice."