Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Younger Investors Are Optimistic About Their Finances, But Want Help
By Michael S. FischerA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
March 15, 2024
12 States With the Fastest Growing CFP NumbersOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
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.