Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Carson Group Goes All In on New Tech, Other Apps
By Janet LevauxThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 06, 2019
Junxure Deepens Integrations With Orion, Constant Contact: Portfolio ProductsIn other product news, FTSE Russell launched US Municipal Bond Index.
May 03, 2019
Envestnet Technology: Build-a-Bear Meets NetflixIndustry executives and consultants says the latest tools are about gamification — getting the client engaged in financial planning.
May 03, 2019
Apprise Labs Gives Advisors a Peek of New Retirement Planning SoftwareStill in development, eMoney founder Edmond Walters' new product helps advisors project savings and expenses.
May 03, 2019
BlackRock Is Winning at Making Less Money From ClientsThe iShares Broad USD High Yield Corporate Bond ETF added a record $368 million Thursday, after discreetly slashing its fee in March.
May 02, 2019
Gen. Powell Shares Concerns, Hope for USThe former secretary of state worries about "all the arguing and … the language" being used today by politicians, he said at the Envestnet Advisor Summit.
May 02, 2019
Ken Fisher Busts Investing Myths; Tells Advisors to Seek 'Uncomfort Zone'In a wide-ranging interview, the legendary investor talks to ThinkAdvisor about advisors' biggest "dilemmas."
May 02, 2019
Kitces' 5 Trends of the Future for AdvisorsTravel agents may have faced disruption, Michael Kitces says, but the ones who adapted are actually doing quite well.