Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
$1.6B UBS Advisors Move to Wells Fargo FiNet: Recruiting Roundup
By Janet LevauxMeanwhile, Stifel adds Wells Fargo reps with $540 million and a $935 million Merrill Lynch team.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
July 01, 2020
7 Ways Buyers Can Stand Out NowIn a seller's market for advisory firms, it pays to separate yourself from the crowd.
July 01, 2020
We Asked, Advisors Answered: How Can the Industry Increase Diversity?Ex-FPA President Frank Paré, Lazetta Rainey Braxton and others gave ThinkAdvisor their recommendations.
July 01, 2020
Senate Passes PPP ExtensionThe extension runs to Aug. 8; it would have to pass the House, which had approved a year-end extension.
June 30, 2020
Mnuchin, Senators in Talks to 'Repurpose' Unused PPP FundsThe Senate passed an extension to the program late Tuesday.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 30, 2020
Hopkins, Kitces: As SEC's Reg BI Goes Live, Worries RemainCarson Group's Jamie Hopkins voices his concerns on Reg BI and the DOL proposal intended to align with it.