Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
5 Questions From LGBTQ Investors in the Era of Marriage Equality
By Ryne VickeryThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.
June 15, 2020
She Saw Few Black Advisors at Big Firms, so She Started Her OwnAnna N'Jie-Konte, 32, tells ThinkAdvisor why the financial firm recruiting process needs a total overhaul.
June 15, 2020
Raymond James Fires Employee Over BLM ClashHe and his wife were videotaped confronting a man, then calling the police, over a Black Lives Matter sign in San Francisco.
June 12, 2020
Human Capital: John Reed Stark Identifies Lurking Cybersecurity RisksIn this episode, Stark warns, "There are legions of soldiers waking up every morning with the sole desire to attack U.S. systems."
June 11, 2020
Why It's Time to Embrace Self-Managed TeamsWhen it comes to helping firms grow, the traditional performance management system is largely broken.
June 11, 2020
LPL Rolls Out Succession Planning ProgramAssurance Plan offers advisors a minimum purchase price for a practice, based on a multiple of the advisor's recurring revenue.
June 10, 2020
Captrust Buys $1.6B Wealth FirmThe news comes a week after Captrust sold a minority interest to a private equity group.
June 10, 2020
Gundlach: Stocks Headed for Trouble; Fed Could Bend Yield CurveMeanwhile, the Fed could institute "hyper-hyper QE" and also "yield curve control," he said.