Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
A CEO Walks Away: What's Next for Eric Clarke, Orion
By Jane Wollman RusoffThe recently retired exec talks about AI, his new volunteer gig and why RIAs have a bright future.
October 24, 2023
Top 10 Retirement Planning Needs of Gen Z: SchwabYounger investors want professional advice, new research shows. Here's what they want to talk about.
October 23, 2023
Here's What Prompts Investors Under 45 to Seek AdvisorsThese clients are more likely to seek needs-based counsel, according to the Dynasty Connect Survey.
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.