Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.
By Adrian JohnstoneNewcomers were never trained to flex their prospecting muscles in the same way as the old guard.
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.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.