Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Steps to Take Before Making an Acquisition
By Jarrod UptonAs M&A options come up, advisory firms must do their homework to avoid making deals that can threaten future growth plans.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
September 29, 2020
U.S. Latinos Remain Resilient in Face of PandemicA new report finds Latinos are optimistic about the future and pouring money into real estate.
September 29, 2020
Ex-Ameriprise Rep Sentenced to 4 Years in Prison for FraudThe barred broker also must pay $402,200 in restitution to his elderly and other victims and $125,100 in unpaid taxes.
September 28, 2020
9 Phrases to Get Prospects TalkingHere are some ways to help your soft sell when we get back to socializing, or even with potential clients.
September 24, 2020
4 Ways to Build a Happier Firm CultureMany firm leaders believe compensation is the key of having a strong, positive culture. It's not.
September 23, 2020
Wells Fargo CEO Apologizes for 'Limited' Black Talent RemarkCharles Scharf responds to remarks he made this summer during a Zoom meeting that exasperated some Black employees.
September 23, 2020
Time to Applaud Advisors, Cheer Female CEO NewsThe many ways advisors are helping clients in the pandemic and recent CEO appointments are some the most positive news of 2020.