Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Many Investors Are Confused About Financial Advice: Personal Capital
By Michael S. FischerLess than half of investors know how much they are paying in fees, the digital advisor found.
March 12, 2019
Millennials See a Cashless Future but Lack Credit Knowledge: StudyA TD Bank survey finds millennials often fall short on using credit properly.
March 11, 2019
J.D. Power: Wealthy Clients Not Happy With Mobile AppsWhy does wealth management fare worse than other industries when it comes to app development?
March 11, 2019
Narrowing Gender Pay and Power Gaps Could Boost Growth, MarketsHigher pay for women and more executive positions could give markets the jolt they need, studies find.
March 08, 2019
FPA Launches Latino Group for CFPsThe online program will host webinars on topics like mentorship and cultural awareness.
March 07, 2019
Calling All Charitable Advisors: Nominations Open for Invest in Others AwardThe winning advisors are awarded $40,000 to $50,000 for their selected charity.
March 07, 2019
How We Can Bridge the Talent GapTraining the next generation of advisors will include changing their perceptions of the industry and joining forces with universities.
March 07, 2019
Many Women Defer to Spouses on Big Financial Decisions: UBSYounger women are even more willing than older women to leave long-term planning to spouses, a study found.