Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Orion Launches New Client Portal for Advisors
By Jeff BermanThe firm believes the portal, integrated with Apex, gives investors "one-stop, go-anywhere access" to their finances.
July 27, 2020
Schwab Names 2 New Board MembersOne recently was COO of Fidelity National Information Services' global financial solutions group; the other is CTO of Starbucks.
July 27, 2020
Envestnet's New RIA Planning Tool Is a 'Good Start': BruckensteinThe head of T3 Technology Hub reviews the new advisor tool and predicts it will "become much more robust over time."
July 27, 2020
TD Ameritrade vs. Schwab: The Latest Quarterly EarningsAs they prepare to merge, TD reports daily average trades of 3.4 million in the latest quarter vs 1.6 million at Schwab.
July 27, 2020
Personalized and Frequent Contact Is What Clients Want NowUse this time to expand your footprint, excel in digital tools and have empathy toward your clients, Envestnet experts advised.
July 23, 2020
UBS to Close U.S. Private BankAfter Jan. 1, 2021, its Financial Services unit and U.S. bank affiliate will provide wealth management services.
July 23, 2020
Does New SEC Proxy Guidance Complicate Voting for Advisors?The agency passed new rules for proxy advisory firms, but also set down fiduciary instructions for advisors.
July 23, 2020
Techies Cheer Fava's Move to Envestnet"She has her finger on the pulse of what actually matters" to advisors, Gavin Spitzner tells ThinkAdvisor.