Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Advisors Can Simplify Tech Decisions (Part II)
By Angie HerbersWhen picking a new platform, you can hire a tech consultant or go it alone — either way, you'll still need to do some of your own research.
May 18, 2018
New Apps Appeal to Next Generation of 'Anxious' Clients: Envestnet's AroraBig data and machine learning are paving the way for new advisor apps that will help reduce friction with core services.
May 16, 2018
280 CapMarkets' Bond Buying Platform Pulls Advisors Across 'Last Mile'Startup finds success among advisors with its bond trading platform while helping advisors meet MSRB requirements.
May 16, 2018
RBC Wealth Management Aims to Build Diverse Advisor ForceThe firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
May 16, 2018
How to Meet Client Demand for Impact InvestingAdvisors have an important role to play in translating a client's preference for impact into practical strategies.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 14, 2018
Green Alpha Advisors Introduces Next Economy Social Index: Portfolio ProductsAlso, BNY Mellon expands its trust network and Morningstar chooses Northern Trust as global custodian for Morningstar Funds.
May 10, 2018
CFP Board Grapples With Lack of Diversity in the ProfessionOnly 3.5% of CFP professionals are black or Latino, the Board reports.