Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Finance Voted Top Career Choice of University Students, Grads
By Michael S. FischerRespondents to a CFA Institute survey identified the field as the most stable and attractive for the long term.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 07, 2026
5 Best and 5 Worst Entry-Level Jobs in 2026WalletHub graded 108 occupations on factors like starting pay, growth potential and the likelihood of working long hours.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 07, 2026
4 Ways to Put 'Success' in Succession PlanningFew choices carry more weight than a successor, yet many leaders leave that search until it's nearly too late.
March 25, 2026
How Advisors Can Tap the $25T Mass Affluent Market: CerulliThis younger market, research finds, comprises 46.9 million households and is looking for involved advisor relationships.
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.