Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Jamie Hopkins: What the CFP Mark Really Means Now
By John ManganaroThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 07, 2023
Are Gen Xers Overly Optimistic About Retirement?Most Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
July 05, 2023
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?Clients with student loan debt should, for now, plan on restarting payments in October.
July 03, 2023
Ask These 5 Questions to Cement a New Client RelationshipThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.
June 26, 2023
12 Best States for Millennials to Live: 2023A new study from WalletHub shows where millennials are thriving and where they are struggling.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.