Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Fidelity Expands Its Digital Store for Advisors
By Bernice NapachThe Wealthscape Integration Xchange now includes tools from Addepar and Wealthbox.
April 23, 2019
Do People Save More in Their 401(k)s After They Marry?The Center for Retirement Research examines how the trend in delaying marriage affects retirement saving.
April 23, 2019
SoFi Is Said to Be Closing New $500 Million Funding RoundThe funding is said to come from the Qatar Investment Authority, the state-owned holding company from that Mideast country.
April 23, 2019
Why an LPL Advisor and His Virtual Admin Are CelebratingThrough a long-distance program, Rick DiStefano is working with Veronika Thruston to increase business and eliminate headaches.
April 23, 2019
CFP Board Maps Out Ethics and Standards, With ChartsThe board's new Roadmap gives financial planners simple breakdowns of complicated processes and client meetings.
April 22, 2019
Warren Proposes Scrapping Student Debt for MillionsDemocratic candidate says she'd cancel up to $50,000 in loans; her plan includes free public college and boosts Pell Grants.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.
April 22, 2019
26-Year-Old CFP Offers Financial Planning for NerdsSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.