Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
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.
March 06, 2024
CFP Board Launches 'Wealth Is Women's Work' Scholarship ProgramThe program aims to cover part of the exam fee for young women hoping to become CFPs.
February 15, 2024
Big Firms Boost Their CFP NumbersEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
February 08, 2024
Advice for NFL Players, From a Financial Advisor Who's Been ThereEx-NFLer Walter Stith of Morgan Stanley discusses young players' challenges and why he's rooting for the 49ers.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 14, 2023
Blackstone Goes All-In on Taylor Swift FandomFor its yearly holiday video, the private equity firm goes all-in on its infatuation for the singer and songwriter.
December 07, 2023
21 Best-Paying Jobs for College Business Majors: 2023Financial advisor is one of the most well-compensated business jobs at mid-career, according to Payscale.