Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Having a Big Advisory Business and a Lifestyle Aren't Mutually Exclusive
By Angie HerbersSome advisors believe you must grow a business or have a life ... but both are possible.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
May 23, 2019
Raymond James Nabs $1.6B Merrill, Wells Fargo Teams: Recruiting RoundupMeanwhile, four UBS advisors have gone independent with Dynasty Financial Partners, and a wirehouse family team joins LPL Financial.
May 22, 2019
Learn From Your Younger Team MembersImplementing a reverse mentorship program has many benefits, which firms of any size can realize.
May 22, 2019
LPL to Enter Employee ChannelThe firm also plans to boost tech spending, in part to support this move.
May 22, 2019
Stifel Nabs 6 Reps From Wells Fargo, MerrillThe new advisors managed nearly $575 million in client assets.
May 22, 2019
Broadridge Acquiring RPM Technologies to Expand Canadian PresenceThe purchase will further strengthen Broadridge's Canadian wealth management business.
May 22, 2019
Vanguard 'Building Out' Robo for AdvisorsThe firm says it is moving to give all financial advisors the ability to use its investment modeling and related technology.