Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Revolutionizing Digital Investor & Fund Onboarding
By Kevin O'NeillBringing on new clients can be a headache. Digitization is necessary to help clients and advisors.
January 30, 2019
To Meet SEC's N-Port Rule, Overbond Marks Bond Prices, Liquidity LevelsOverbond's COBI platform uses deep data to monitor and report funds' fixed income holdings.
January 30, 2019
Laserfiche's Bots Aim to Automate Advisor EfficiencyAn upgrade by Laserfiche, a document and content management software firm, features a robotic process automation tool.
January 29, 2019
Here's How to Achieve Your Goals for 2019: FPAA new paper from the FPA helps advisors follow through on their plans.
January 29, 2019
Fidelity Go Ranked Best Overall Robo-AdvisorThe Robo Report, published by Backend Benchmarking, rated 13 robo-advisors that have been in business for at least two years.
January 28, 2019
New Platform Offers Not Just Software but Business BuildingChalice Financial Network, offers single sign-on access to software to manage clients, but also services like HR, IT and even health insurance.
January 25, 2019
Betterment, XY Planning Offer Free Services for Unpaid Government WorkersBetterment and XY Planning Network are offering free advice for workers affected by the shutdown.
January 25, 2019
How Will Millennials Invest Their New Wealth?Advisors need to understand the thinking of this generation to help guide them as they inherit a vast amount of wealth.