Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: Report
By Michael S. FischerClients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.
November 25, 2020
Best Charities for 13 Different CausesWhat's the top hunger charity? And the best environmental charity? Wallethub ranked the top nonprofits supporting a variety of philanthropic programs.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 25, 2020
Former TD Ameritrade Exec Won't Return to FordVijay Sankaran, who spent the past seven years leading technology at TD Ameritrade, won't be rejoining his former employer after all.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 23, 2020
BlackRock to Buy SMA, Custom Index Shop for $1.05BThe news comes about six weeks after Morgan Stanley agreed to buy Eaton Vance — which includes direct indexer Parametric.
November 23, 2020
How Advisor Shifts Gears Between Car Racing and Wealth ManagementUBS advisor Chris Aitken says, to his surprise, clients are asking: "When can I come to a race and watch you?"
November 23, 2020
College for Financial Planning Launches Behavioral Finance ProgramAdvisors who complete the eight-week program can receive an accredited designation.