Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
XY Planning Network Offers Virtual Internships
By Jeff BermanThe program is intended to help CFP students whose internships were canceled as a result of the coronavirus crisis.
April 15, 2020
4 Ways to Build Your Firm's Culture — RemotelyDespite today's turbulence, it's a good time to create goodwill and loyalty within your team by taking the right approach.
April 15, 2020
Schwab Profits Fall 18% on COVID-19 Costs, Weaker Net InterestThe brokerage firm says it spent $37 million in its acquisition efforts, including USAA and TD Ameritrade.
April 15, 2020
BofA Profits Drop 45% on COVID-19 IssuesThe wealth unit, which includes Merrill Lynch, saw its net income weaken 17% from the first quarter of 2019.
April 14, 2020
How Advisors are Handling the Challenge of COVID-19A study from Practical Perspectives describes a deliberate calm among advisors despite some clients' worries.
April 14, 2020
4 Ways Advisors Can Use Technology to Bridge the Generation GapHere's how to drive client interest on both sides of the gap.
April 13, 2020
FINRA Clarifies Disclosure Rules for PPP LoansIt also has shared details on the net capital treatment of covered loans tied to the stimulus' Payroll Protection Program.
April 13, 2020
Shareholders Should Be Heard, Not MuzzledThe SEC is moving toward tamping down small shareholder proxy input. Many are fighting back. Here's why.