Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025
By Michael S. FischerYounger advisors want more support from their firms, the research group finds.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
May 12, 2025
Why Fewer Young People Are Becoming Financial AdvisorsThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 08, 2025
9 Ways to Get Noticed by Your ManagerIn a competitive field, some positive attention can get you a long way.
May 06, 2025
Financial Advice Before 40 Is Critical for Long-Term Security: PollSome 80% of Gen Zers and millennials said they need to improve their financial planning, Northwestern Mutual reported.