Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Summer CFP Training Program Registration Closes Wednesday
By John ManganaroThe program for college students, new advisors and career changers covers 500 standard pathway experience hours.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 11, 2024
Fidelity Gives Teens 3 Theme-Based Investing BasketsThe thematic stock groups are clothes, shoes and beauty; gaming, social media and connectivity; and entertainment.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 15, 2024
12 States With the Fastest Growing CFP NumbersOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.