Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Josh Brown: How Ritholtz's Growing Robo Fits Into Its Business
By Jeff BermanThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 15, 2021
CFP Board Expands Remote Proctoring OptionMost candidates can take the CFP exam in person or remotely for the July and November testing windows.
April 02, 2021
Creating an Intentional Path to Partnership Can Produce Lasting BenefitsBeing a partner involves hard work, so finding the right people is essential.
February 25, 2021
A Better Way to Interview Job CandidatesResumes are not the best method to judge talent. Here's why, and how you can improve your hiring process.
February 25, 2021
Douglas Boneparth's Relentless Marketing Is Paying OffBone Fide Wealth's president tells ThinkAdvisor how he made 2020 his best year ever.
February 05, 2021
11 'Super' Facts for Super Bowl LVNearly three-fourths of Americans won't host or attend a Super Bowl party, and Budweiser ads are taking a timeout after 37 years.
February 05, 2021
Investors Embrace Taxable Accounts for Retirement SavingsFriends and family are influential in investment decisions, especially for younger investors, who have lower incomes and smaller balances than experienced investors.