Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Cetera Offers 401(k) Advice via Fee-for-Service Model
By Ginger SzalaThe service will bundle 401(k), financial and consulting advice in a single payment.
October 21, 2019
$380M Wells Fargo Team Leaves for JanneyThe group includes three veteran advisors and is based in Bel Air, Maryland.
October 19, 2019
Redemptions From Fisher's Firm Top $1.3BThe latest move by an Iowa pension fund comes about a week after investment advisor Ken Fisher made lewd remarks at an industry event.
October 18, 2019
Blog Series Details Sexual Assaults at Financial EventsThe incidents shared by advisor consultant Sonya Dreizler affected 40 women, most — but not all — of whom wish to remain anonymous.
October 18, 2019
Kitces Blasts FPA for Electing TD's Skip SchweissSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
October 18, 2019
Debate Rages On as Ken Fisher's Son Defends His Lewd RemarksNathan says his father's brain is "wired differently," but industry participants replied that his behavior should not be tolerated.
October 17, 2019
Schwab to Allow Trading of Fractional Shares: ReportThe move suggests other shifts by the brokerage firm as it seeks to add younger investors to its client base, one industry watcher says.
October 17, 2019
Financial Advisors Are Failing to Plan for the Future: StudyA joint study by SEI and the FPA found that advisors are not adequately anticipating the changing needs of clients.