Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
7 Questions to Ask When Reviewing Technology
By Jarrod UptonDoes your advisory firm have a tangled mess of technology or a tightly integrated and cohesive system? Here's how to tell.
March 19, 2019
Millennials Now Make Up Nearly Half of the Super-Wealthy: SpectremA Spectrem Group report finds that millennials make up the largest share of investors with more than $25 million.
March 19, 2019
HD Vest-1st Global Deal: 'The Consolidation Continues'Michael Kitces called the deal "big news, but not at all surprising."
March 18, 2019
What Advisors Should Look for in a Turnkey Insurance Marketing PartnerA robust and proactive approach to integrating risk management solutions can help advisors differentiate their practices.
March 18, 2019
Kitces: Is Technology Really Helping Advisors?A survey by Michael Kitces breaks down the advisor work week and uncovers some interesting results.
March 15, 2019
What's Really Behind the Envestnet-MoneyGuide Deal?Industry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 15, 2019
ESG Investing Hits Hurdles in DC Plan Market401(k) participants are all for investing in sustainable products, but plan sponsors are wary, Cerulli reports.
March 14, 2019
Envestnet to Buy MoneyGuide for $500M"I am sort of speechless," one industry consultant said.