Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Advisor Eric Cumley on Client-Focused Planning
By Janet LevauxInvestment Advisor spoke with the 2018 Envestnet Essential Advisor winner, who was recognized for his professional values and dedication to investors at a recent conference.
July 02, 2018
Advisor Jill Lizzi on All-Inclusive PlanningInvestment Advisor spoke with the 2018 Envestnet Essential Advisor winner, who was recognized for her professional values and dedication to investors at a recent conference.
June 29, 2018
SEC Hits the Road to Hear Investors' Thoughts on Best-Interest PlanChairman Jay Clayton will be holding a series of roundtable discussions with investors around the country in July.
June 28, 2018
Coalition Asks RIAs to Tell SEC How They Differ From BrokersKnut Rostad, Michael Kitces, Geoffrey Brown and others are speaking out ahead of the Aug. 7 deadline for comments.
June 28, 2018
CFP Board: Fiduciary HypocritesCFP stakeholders and certificants should be alarmed at the recent conduct of the board's directors and senior staff.
June 27, 2018
3 Ways Small Firms Can Hire SmarterWhile stiff competition for advisors favors larger firms, that doesn't mean smaller ones can't get the help they need.
June 27, 2018
How Debt Can Affect a RelationshipCouples are unsure whose responsibility it is to pay off that debt, Fidelity reports.
June 27, 2018
7 Financial Tips for College GradsAdvisors can relay these tips from a CFP Board Ambassador and Summit Place Financial Advisors.