Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab Rolls Out HSA Program for RIAs
By Janet LevauxAny worker with a high-deductible health plan can open an HSA with Schwab and have their advisor manage it.
Why Diversity Hires Mean Growth for Advisors: Study
June 02, 2020
How to Handle Clients Who Lose Jobs in the PandemicEdward Jones' Tammy McKennon explains how she helped a pre-retiree make a tough financial choice due to COVID-19.
June 02, 2020
Schwab-TD Ameritrade Merger Has 75% Chance: Morningstar ReportA big legal hurdle could be overcome Thursday if at least 67% of TD Ameritrade shareholders approve the deal.
June 02, 2020
Private Equity Firm Takes Minority Stake in CaptrustGTCR will hold two of the wealth firm's nine board seats; Captrust executives and employees keep their majority interest.
June 01, 2020
Twin Cities Financial Firms Speak Out After Floyd's Killing, Protests"There remains a tremendous amount of work to do here in the Twin Cities" to fight racism, RBC says.
June 01, 2020
Oppenheimer Buys Muni Shop in CaliforniaThe deal should bring Oppenheimer's 1,030 financial advisors and their clients greater access to municipal bonds in the Golden State.
May 29, 2020
FPA CEO Lauren Schadle Departs AbruptlyPatrick Mahoney, a former chief marketing officer for the IEEE, has been named interim CEO.
May 28, 2020
UBS Picks Up $1.5B Bernstein Group: Recruiting RoundupAlso, LPL adds two wirehouse teams, and ProEquities rolls out an academy for new and experienced advisors.