Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Schwab-TD Ameritrade Merger Has 75% Chance: Morningstar Report
By Janet LevauxA big legal hurdle could be overcome Thursday if at least 67% of TD Ameritrade shareholders approve the deal.
June 01, 2020
Oppenheimer Buys Muni Shop in CaliforniaThe deal should bring Oppenheimer's 1,030 financial advisors and their clients greater access to municipal bonds in the Golden State.
May 29, 2020
FPA CEO Lauren Schadle Departs AbruptlyPatrick Mahoney, a former chief marketing officer for the IEEE, has been named interim CEO.
May 28, 2020
UBS Picks Up $1.5B Bernstein Group: Recruiting RoundupAlso, LPL adds two wirehouse teams, and ProEquities rolls out an academy for new and experienced advisors.
May 28, 2020
The Right Steps for Growth in a CrisisAs many states reopen, here's how advisory firms can refocus on growth opportunities while overcoming challenges.
May 27, 2020
4 Ways to Firm Up Your Continuity Plan, NowFollow these simple steps to make sure your business is prepared, both for the pandemic and for the future.
May 27, 2020
LPL to Buy $2B Advisory Firm"Expect more of this" as acquirers capitalize on the shutdown, popular blogger Michael Kitces said.
May 27, 2020
Fidelity Adds Digital Service Tools to Advisor Tech PlatformThe enhancements are especially useful in today's remote working environment.