Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Becoming a Social Security Claiming Whiz Can Boost Your Practice
By Ginger SzalaClaiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more, but clients need help navigating the rules.
July 16, 2020
CFP Board to Offer Remote Exam OptionThose who live 50 miles or more from a test center or have health concerns can apply to take the exam remotely.
July 16, 2020
Robinhood Under Scrutiny by CongressSeveral lawmakers aren't satisfied with the platform's response to a customer's suicide.
July 16, 2020
LPL Shares Details on Virtual Focus ConferenceThe annual conference for its indie advisors had been set to take place this month in Chicago.
July 15, 2020
5 Steps to Building a Process-Driven PracticeLike in an emergency room, you need to develop processes that work for your advisory firm in any environment.
July 14, 2020
Creative Planning Acquires $600M RIA in WisconsinThun Financial Advisors specializes in working with U.S. investors who live overseas.
July 14, 2020
Redtail CEO Joins Riskalyze BoardThe news raises questions about Riskalyze's growth plans and comes soon after the Orion-Brinker tie-up.
