Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Motif's Shutdown Seen as 'Tip of the Iceberg'
By Janet LevauxConsultant Doug Fritz expects 20% of fintech firms to be wiped off the map.
April 22, 2020
The 2020 IA25: Amy WebberThe President and CEO of Cambridge Investment Research shares advice on serving clients during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Mark TibergienThe retiring CEO of BNY Mellon's Pershing Advisor Solutions and longtime columnist shares his advice on serving clients during the COVID-19 pandemic.
April 22, 2020
The 2020 IA25: Liz Ann SondersCharles Schwab's chief investment strategist explains how advisors can best guide clients and portfolios during the COVID-19 crisis.
April 22, 2020
The 2020 IA25: Jeff LevineKitces.com's "lead financial planning nerd" explains why it's good to share a few personal details with clients and how he's juggling family and work life.
April 22, 2020
Janney Adds 11 Wirehouse Advisors With $930B in AssetsThese registered reps moved in the first quarter from Morgan Stanley, Wells Fargo and Merrill Lynch.
April 22, 2020
The 2020 IA25: Sallie KrawcheckEllevest's leader describes the value of female advisors and how she feels about working from home.
April 22, 2020
The 2020 IA25: Michael KitcesThe Nerd's Eye View blogger shares how advisors can best help clients today and why working from home is a challenge.