Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
26-Year-Old CFP Offers Financial Planning for Nerds
By Bernice NapachSelf-described nerd Ian Bloom tells ThinkAdvisor how he designed his planning-focused fee model with gamers in mind.
April 18, 2019
FPA, CFP Board Open 2019 Financial Planning Challenge for UndergradsStudents from CFP Board-registered universities can register until May 24.
April 18, 2019
LPL, Advisor Group and Merrill Tap New ExecsMeanwhile, Dynasty names a new tech chief, and two firms announce big marketing developments.
April 18, 2019
CFP Board Releases Career Best Practices GuideThe guide highlights the importance of clear and transparent career advancement, the CFP Board said.
April 17, 2019
How to Be a Great COO (and Why Every Firm Needs One)Since operations are the foundation for successful advisory practices, firm owners need competent execs to ensure these processes bolster the underlying systems and help the client experience.
April 17, 2019
Education Will Unleash Interest in Social Investing: BNY's NewtonThe need for evidence in impact investing "is a symptom, not a cause, of lack of investment," the investment firm says.
April 16, 2019
5 Truths About the Pricing Revolution in Wealth ManagementSchwab's new subscription-based service is a needed shake-up to the industry.
April 16, 2019
FPA Drops Plan to Merge Into Single Legal EntityAfter negative feedback from members, merging the chapters is "off the table," FPA President Evelyn Zohlen says.