Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
July CFP Exam Pushed Back to September
By Janet LevauxThe certified financial planner exams set for July now will take place in the fall.
May 01, 2020
IRS Says No Double Tax Benefits From PPP LoansNew guidance from the IRS explains tax consequences of PPP loans that are forgiven.
May 01, 2020
How TD Ameritrade's Block Trading Desk Saves Its RIAs MoneyWith the widening of spreads, saving a penny makes a big difference, the head of the desk tells ThinkAdvisor.
May 01, 2020
RBC Grabs $472M Merrill TeamThe move comes as part of the wealth firm's opening of a new office in northern New Jersey.
April 30, 2020
LPL Beats Estimates; Earnings & Sales Rise 7%The number of affiliated advisors totaled 16,763, up 574 from a year ago and 299 from the prior quarter.
April 30, 2020
Ameriprise Nabs $321M Morgan Stanley TeamSnowden Lane picks up a Merrill Lynch advisor, as movement from the wirehouses continues during the COVID-19 crisis.
April 30, 2020
10 Steps to Buying a Practice in the PandemicFor advisors in the market for another practice, now's a time of unique opportunity.
April 30, 2020
BD to Roll Out Zero-Interest M&A LoansLaSalle St. intends for the program to help advisors speed up succession planning.