Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Financial Advisors Can't Wait for Nontransparent Active ETFs: Survey
By Bernice NapachEighty-five percent of the 200 advisors surveyed by Broadridge Financial Solutions say they're likely to use these ETFs.
July 15, 2019
Ritholtz Relaunches Digital Service at Betterment for AdvisorsThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.
July 15, 2019
Lending to Adult Children Puts Retirement at RiskMost parents who make this risky financial move do so without seeking professional advice.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.
July 12, 2019
Cetera Teams With Allianz, Capital Group on New Retirement ToolSetIncome's strategies include guaranteed fixed annuities and asset management to generate lifetime income.
July 12, 2019
JPMorgan, Voya Debut Robo-Advice PlatformsThough they each target mass affluent investor, they take different routes to get there: B-to-C vs. B-to-B.
July 12, 2019
Raymond James Wrestling With Subscription ModelCEO Paul Reilly says that robo-advice "is table stakes" and ponders how the firm could raise its game.
July 12, 2019
Top 12 Cities for Millennial HomebuyersWhen coastal hotspots aren't affordable, young home buyers have to look elsewhere for affordability and a fun environment.