Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Wells Fargo Welcomes Next-Gen Black Advisors to the Family Business
By Janet LevauxFour young African American advisors tell ThinkAdvisor about joining their parents' firms and how Wells Fargo is paving the way for more young minority talent.
October 24, 2019
Goldman, L.A. Pension Group Drop Fisher, Pushing Redemptions to $2.7 BillionThe developments emerge roughly two weeks after Ken Fisher made lewd remarks at an industry event.
October 24, 2019
Cambridge Nabs $2.5B Group: Recruiting RoundupMeanwhile, Stifel adds two Merrill reps, Raymond James picks up a Wells Fargo team, and Integrated Partners expands.
October 24, 2019
Industry's Gender Problem Is Bigger Than Ken Fisher: KrawcheckSallie Krawcheck warns that gender bias in financial services creates "ripple effects" in the broader economy.
October 24, 2019
Our Industry Needs More Respect, SeriouslyWith recent reports of bad behavior and worse in the industry, it's time to look more closely at our own actions.
October 23, 2019
Saving for College Requires a 'Tricky Balance': Morningstar's BenzMorningstar's Christine Benz discusses how college savers should allocate their assets.
October 23, 2019
Best & Worst 529 College Savings Plans of 2019: MorningstarMorningstar provides its latest ranking of 529 college plans, and they aren't grading on a curve.
October 23, 2019
How US Family Foundation Philanthropy Is EvolvingA study finds the new generation making its mark in funding priorities and grant-making practices.