Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Helping Pro Athletes Plan for 'Retirement' by 40
By John ManganaroThese wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
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.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
July 28, 2023
Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?Our tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.
July 25, 2023
Top 7 Reasons Americans Hire Financial AdvisorsSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
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.