Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Raymond James Nabs $800M Wells Fargo Team in Salt Lake City
By Janet LevauxMeanwhile, Stifel says it added a Wells Fargo rep and an advisor duo from UBS with a combined $213 million.
January 09, 2020
LPL Recruits Black Advisor Team From Northwestern MutualMeanwhile, RIA Mercer Global Advisors is buying CCP Inc., a Chicago-based group with $140 million in client assets.
January 09, 2020
Envestnet Buys Stake in Dynasty, Forms Services ExchangeAdvisors on Envestnet's platform will gain access to growth capital, business tools, marketing and outsourced CFO services.
January 08, 2020
T3 Events Now Have Code of ConductThe news from Technology Tools for Today comes three months after Ken Fisher was called out for lewd comments at an event.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 06, 2020
Janney Added 32 Advisors From Wells Fargo, Merrill and Morgan Stanley in 2019With the wirehouse advisors and 12 other veteran reps, it added some $3.4 billion in assets to its Private Client Group.
January 06, 2020
5 Steps to Creating Your Unique Value PropositionHow to get prospects to say, "Great! Tell me more."
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.