Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Number of CFP Board Exam Takers Hits All-Time High
By Melanie WaddellNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
March 02, 2026
As Millennial Wealth Grows, the Complexities Are Getting RealAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 12, 2026
12 Cities Where Millennials Are Moving: 2026Many in this cohort are relocating for job opportunities, preferable lifestyles, family or other considerations.