Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Changing Weather May Alter Retirement Plans
By Fran O'BrienWith climate change affecting retirement homes and nest eggs, advisors need to understand their clients' insurance needs.
February 22, 2019
CFP Board Expands Campaign to Attract Young, Diverse Talent Into Financial PlanningThe educational campaign includes a new spokesperson, a new day-in-the-life video and promotional toolkits for academic institutions and CFP professionals.
February 22, 2019
5 Test-Taking Tips for FINRA's New SIE Exam: KaplanHere's what to expect from the exam, according to Kaplan, which has prepared thousands of test takers.
February 22, 2019
The Best Performing Robo-Advisors of 2018For the first time, the latest Robo Report also includes three-year performance numbers.
February 22, 2019
Pot Sales Edge Up in Slow Start for Canada's Legal MarketInterest in legalized cannabis is slowly growing in Canada, but it is growing.
February 21, 2019
Envestnet to Buy Schwab's PortfolioCenterThe deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?
February 21, 2019
Cambridge Streamlines Data Input for AdvisorsAdvisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
February 21, 2019
Millennial Investors Are Ready to TalkFinancial advisors don't have to reinvent themselves to reach millennials.