Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
RIA Nabs Former Super Bowl Champ
By Janet LevauxDavid Diehl, who played for the New York Giants from 2003 to 2013, is now part of Altium Wealth Management.
March 23, 2020
FPA Looking for Pro Bono PlannersUnderserved communities will suffer the most financial hardship from COVID-19, says FPA.
March 20, 2020
Senators' Stock Sales After Virus Briefings Spark Advisor DebateWhile the sales seem "fishy" to some advisors, a lawyer warns that it's too soon to rush to judgment.
March 19, 2020
NASAA Opposes SEC Plan to Expand Accredited Investor DefinitionState securities regulators say the new definition would fail to protect investors.
March 19, 2020
LPL Adds Service Hours for RepsSome 70% of employees are working from home, and the IBD has canceled or pushed back events set for March and April.
March 19, 2020
Succession Planning in a Pandemic: 6 Steps to Take NowWhat happens if you need to be hospitalized for an extended period of time?
March 19, 2020
Wirehouses Pushing Remote Work, but Offices Stay OpenMerrill, Morgan Stanley, UBS and Wells Fargo Advisors are updating policies to adjust to the pandemic.
March 19, 2020
How Advisors Are Helping Clients in the Virus CrisisClients are asking if it's time to buy or sell, and they have more general concerns, too,