Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Pershing's Lockwood Rolls Out New UMA Program
By Jeff BermanThe minimum account size for the UMA is $50,000, and its annual program fee starts at 30 basis points.
November 19, 2020
U.S. Individual Annuity Sales FallFixed-rate deferred annuities sold well, according to an issuer survey.
November 19, 2020
4 Steps for Turning Ideas Into ActionUnless you put your thoughts into practice and see how well they actually work, they can't benefit your business.
November 18, 2020
8 'Must Know' Advisor TrendsVIPs weigh in on the industry's outlook for 2021 and specific issues like robo-advisors, hiring and dealmaking.
November 18, 2020
Oranj's Closure: 'Nasty Surprise in a Year of Nasty Surprises'Consultant Craig Iskowitz also predicts: "It's going to be a bit like the feeding frenzy when Schwab sold PortfolioCenter to Envestnet."
November 18, 2020
Fintech Firm Oranj to Close by Year-EndOranj staff members are in touch with the firm's 500-plus advisor clients about transitioning to other fintech firms.
November 16, 2020
Kitces.com Partners With Wealth Network on Advisor Education ProjectDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.
November 16, 2020
Real-Time and One-Click Are the FutureI've been on the front lines of financial tech for two decades. Here's what's coming.