Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab: Advisors Upbeat on Growth but See 'Huge Threats,' Too
By Jeff BermanThe biggest threats to RIAs today are "discount brokers, robo-advisors, Robinhood" and other players, said one advisor.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.
October 22, 2020
Betterment Expands Socially Responsible Investment OfferingsBetterment for Advisors and other channels can access the new Climate and Social Impact portfolios.
October 21, 2020
Janney Reports Big Jump in Advisors' Use of Social Media, TextsThe BD says virtual client communication via Hearsay Systems' compliant tools is up significantly during the pandemic.
October 21, 2020
Why Small Firms Should Relish the Effects of ConsolidationThe surge in M&As obscures the fact that the advisory pie is getting larger for all players, not just the big ones.
October 21, 2020
5 Ways Advisors Can Use Video and Stay CompliantConcerns about using this marketing tool can be easily overcome. Here's a primer on how to avoid those headaches.
October 20, 2020
eMoney Launches Financial Planning and Wellness AppThe app, called Incentive, was designed to be an advisor's "personally branded financial wellness app" for use with clients, eMoney's Jess Liberi says.
October 19, 2020
LPL Financial Nabs $1B Cetera TeamThe news comes less than two weeks after $14 billion BMO Harris Financial Advisors said it was moving onto the IBD's platform.