Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
TA Associates Snaps Up $12B Wealth Firm From Lightyear
By Janet Levaux"Wowza! This is a mega-deal!" one observer said.
July 30, 2019
'Graying Trend' in Advisory Industry Is Reversing: FA InsightThe median age of lead advisors is now four years younger than in 2015, a new study finds.
July 30, 2019
How Student Loan Debt Delays Milestones, Hurts RelationshipsTIAA surveyed adults age 25 to 75 who were still paying off their student loans.
July 30, 2019
Advisory Industry Still Behind in Adding Women to the RanksThe last all-male S&P 500 company board just added a woman. But where does the advisor business stand?
July 29, 2019
What Will Become of Us?How our business will change in the coming decade. And will we change with it?
July 29, 2019
Does Your Advisory Firm Need a Makeover?Firm owners are often surprised to find that their re-designed businesses can be significantly more profitable.
July 26, 2019
3 Strategic Plays That May Boost LPL's Growth: CEOThe independent broker-dealer shares details on its latest programs for advisors.
July 26, 2019
How Will Schwab's USAA Deal Affect Advisors?Michael Kitces, Chip Roame, Jeff Levine and Jon Henschen weigh in on the $1.8 billion purchase.