Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Pot Sales Edge Up in Slow Start for Canada's Legal Market
By Greg QuinnInterest in legalized cannabis is slowly growing in Canada, but it is growing.
February 21, 2019
Millennial Investors Are Ready to TalkFinancial advisors don't have to reinvent themselves to reach millennials.
February 21, 2019
Have Fee-Based Models Won the Battle ... or the War?A Cerulli Associates study looked at fee and commission models and asked which pay structure investors preferred.
February 20, 2019
HighTower Nabs $2.6B Group in Memphis: Recruiting RoundupMeanwhile, Raymond James' Alex. Brown division has added a veteran advisor from Wells Fargo with $113 million in client assets in Boston.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 20, 2019
Is There a Missing Link in Your Client Experience?Take the time to explore this side of your advisory business in order to produce long-term results.
February 19, 2019
What Millennials Want From Their Advisors: NationwideResearchers asked millennials what they look for in an advisor and what they want advisors to do.
February 15, 2019
4 Ways to Make Culture Count for Independent Advisors"Culture" is a term often thrown around today, but what does it mean, and what do firms need to do to harness it?