Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How a Consultant Turns Her Own Career Into Client Growth
By Ginger SzalaThanks to time spent at LPL and other firms, Echelon Partners' Carolyn Armitage can take leaders to the next level.
May 04, 2020
Funds, Charities Call for COVID-19 Aid on 'Giving Tuesday Now'Donor-advised funds are calling for more donations on May 5.
May 04, 2020
LPL Nabs $3B Team From Securities AmericaJFC Financial Services has 17 employees, a group of in-house financial professionals and some 100 affiliated financial advisors.
May 04, 2020
Three Questions to Ask Now About Your Brand & Its ContentAdvisory firms can learn some big lessons from the COVID-19 crisis to get their marketing efforts ready for what comes next.
May 04, 2020
July CFP Exam Pushed Back to SeptemberThe certified financial planner exams set for July now will take place in the fall.
May 04, 2020
How to Help Clients Who Want to Move to Another StateAdvisors should review the tax implications for clients opting to move, wait or consider their residential options during the pandemic.
May 04, 2020
How Can Another Firm's Dissatisfied Client Become My Client?Recent market turmoil has some investors rethinking their advisory relationships or their decision to invest on their own.
May 01, 2020
IRS Says No Double Tax Benefits From PPP LoansNew guidance from the IRS explains tax consequences of PPP loans that are forgiven.