Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab Won't Say Which TD Ameritrade Platform Features It Will Keep
By Jeff BermanThe company's head of Digital Advisor Solutions spoke Thursday about the combined RIA platform.
October 15, 2020
CFP Board Offers Remote Testing for Next ExamOf the 2,154 candidates who took the most recent CFP test, just 6% did so remotely.
October 15, 2020
3 Ways to Create Work-Life Balance in the PandemicFirm owners have many options to help make their staff happier and more productive during the COVID-19 period.
October 13, 2020
Fidelity Hiring 4,000 Workers, Including AdvisorsThe firm plans to hire thousands of financial advisors, licensed reps and customer service employees over the next six months.
October 12, 2020
On TikTok, a Psychologist Teaches Gen Z How to Build WealthDr. Brad Klontz tells ThinkAdvisor about his popular outreach efforts and how he got people to save 73% more after a 90-minute intervention.
October 09, 2020
Tom Nally, 7 Other TD Ameritrade Execs to DepartThe news comes just three days after Charles Schwab wrapped up its $22 billion purchase of the ex-rival.
October 08, 2020
Should Advisors Fear BofA's New Digital Planning Tool?Life Plan is a "mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.
October 08, 2020
15 Most Expensive Cities for Millennial HomebuyersAt a typical savings rate, it would take 25 years to afford a down payment in the No. 1 city on this list.