Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
January 28, 2025
18 Job Interview Tips for Financial AdvisorsIf you're early in your career or starting a new one, here's what hiring managers want to hear.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long GamePaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
December 23, 2024
Top 15 Up-and-Coming U.S. Cities for 2025Americans are turning to locales once overlooked as too quiet as ideal places to live, Real Estate Witch found.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 12, 2024
15 RIA Jobs and What They Pay: 2024A new Schwab report breaks down RIA compensation in a wide range of roles.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 04, 2024
How Debt Is Inhibiting Americans’ Retirement Saving: StudyPaying off debt is especially important to Gen Xers, Allianz Life found.