Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab Completes Motif Deal, Adds Staffing Info for RIAs
By Janet LevauxThe news comes about three weeks after the Justice Department approved its $26 billion acquisition of TD Ameritrade.
June 24, 2020
How to Tackle What's Holding Women Back in Finance: RIA ZellThe head of Bridgeworth Wealth also explains how she's restructuring her firm for current and NexGen advisors.
June 23, 2020
Tips for Prospecting During the Pandemic: Fidelity"You can't wait for the world to come back to face-to-face," says David Canter, head of its RIA channel.
June 23, 2020
11 Trailblazing Women Share 11 Nuggets of WisdomWomen only make up 14% of the advisory business, but the advice offered here can help any gender succeed.
June 23, 2020
Hightower Nabs Former Nuveen Equities ExecStephanie Link has been hired to grow outsourced chief investment officer and other portfolio services for advisors.
June 22, 2020
Report of Retirees Fleeing Market Due to Coronavirus Was Greatly ExaggeratedA big chunk of retirees did not dump all stock holdings, despite concerns raised in a WSJ report and on social media.
June 22, 2020
How to Break Away & Start Your Own Firm in a PandemicIn the short term, you'll have to adjust to a dual life of taking care of clients by day and building your RIA at night.
June 22, 2020
After Investor's Suicide, Robinhood Updates Trading PlatformFounders of the popular trading platform say they are working on changes tied to how buying power is displayed.