Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Bots Are Creating Next-Gen Funds
By Sarah Ponczek and Rachel EvansThe race is on to create robotic ETFs -- a bet that human investors will trust investments designed using data digested by AI and machine learning.
March 28, 2019
Schwab Rolls Out Subscription-Based Financial AdviceMichael Kitces warns solo advisors that they now must "compete on differentiated value at higher fee level," while Tim Welsh says Schwab advisors will "have some tough explaining to do" with clients.
March 27, 2019
When It Comes to Motivating Staff, It Ain't Always About the MoneyDespite what some advisory firm owners may think, most employees are looking for more out of their work than compensation.
March 27, 2019
SigFig Launches Sales Platform for BanksThe tech darling is creating "a stronger funnel" for its digital advice, says one industry watcher.
March 26, 2019
Why Organic Growth Is the Right Path for Many Advisory FirmsMaximizing your core business, instead of making acquisitions, is the fastest and most efficient route to healthy expansion.
March 26, 2019
The Growth DilemmaOrganic growth for most advisory firms is disappointingly low — why?
March 26, 2019
Advisor Exam Rate May Fall in 2019, Says SEC; New Services Planned for Emerging FirmsPlus, Dynasty Financial Partners shares details about its new headquarters, and Raymond James hires a new executive for its Investment Advisors Division.
March 26, 2019
Is Corporate Social Responsibility Reporting Just a Potemkin Village?The growth of ESG investing is now in the trillions, but a standardized — and accurate — measurement of how companies live up to social responsibility remains elusive.