Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
7 Pillars of Successful Networking for Advisors
By John ManganaroOn a Kitces podcast, wealth advisor Lisa Brown discusses how to build credibility and grow your career.
December 28, 2022
BDs Taking a Hit as More Advisors Choose Independence: CerulliA Cerulli report finds that 71% of all advisors, on average, would prefer independent affiliation.
December 21, 2022
4 Ways to Add Next-Gen Advisors to Your PracticeHere's how independent offices can hire and nurture the young talent they need to serve new clients and grow.
December 19, 2022
Top 12 States to Find the Wealthy Clients of the FutureMany Americans under 25 are already well on their way to accumulating wealth. Here's where they live.
December 15, 2022
3 Ways to Tailor Financial Plans for ClientsThese steps help each client feel respected and heard.
December 15, 2022
15 Happiest Cities in AmericaMoney can't necessarily buy happiness, but there's definitely a correlation, according to SmartAsset.
December 06, 2022
The 10 Most Regretted College MajorsOverall, 44% of job seekers wish they'd chosen a different major, a recruiting site found.
December 01, 2022
For CPAs, Elite Planning. For RIAs, Richer Clients.Advisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.