Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
No Asset Minimums? No Problem, One Advisor Says
By John ManganaroFinancial pros focused on wealthy retirees may miss the potential of younger but less affluent clients.
October 23, 2023
8 Traits of Billionaires Under 50This group makes up 9.7% of billionaires worldwide, according to Altrata.
October 19, 2023
20 Universities With the Most Ultra-Wealthy GradsA fifth of people with more than $100 million attended these schools, according to Henley & Partners.
September 26, 2023
Helping Pro Athletes Plan for 'Retirement' by 40These wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 06, 2023
10 States the Young and Wealthy Are Fleeing: 2023Here's where high earners age 26-35 are leaving faster than they can be replaced, according to SmartAsset.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 18, 2023
12 States the Young and Wealthy Are Flocking ToBusinesses, governments and advisors in these states are benefiting from the inflow of young, rich professionals.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.