Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
5 Ways to Turn Your Strategic Plan Into Action
By Angie HerbersHow you set up and execute your advisory firm's goals could make or break your business.
February 12, 2020
How 2 CFPs Teamed Up to Serve Younger ClientsLazetta Rainey Braxton and Rianka Dorsainvil talk to ThinkAdvisor about forming an online advisory firm for Gen Xers and millennials.
February 12, 2020
Number of Female CFPs Hits Record LevelGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 11, 2020
RIA Carson Wealth Adds 3 Merged Firms With $182MThe addition of the boutique RIAs boosts Carson's AUM past $12 billion.
February 11, 2020
LPL Nabs $650M Cetera Team With 15 AdvisorsSynergy Wealth Alliance is based near Orlando and plans to double in size every three years.
February 11, 2020
Schwab 'Loves' Small RIA Firms: Bernie ClarkSchwab execs affirmed the firm's commitment to the RIA industry while the DOJ reviews its acquisition of TD Ameritrade.
February 11, 2020
3 Big Advisor Worries About Schwab-TD Ameritrade Deal: Joel BruckensteinThe T3 president told ThinkAdvisor about the chatter he heard on the ground at the TD Ameritrade National LINC conference.
February 10, 2020
UBS Revamps iPhone App With Client, Advisor FeedbackThe new app was designed to provide clients with fuller picture of their total wealth.