Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
CFP Board Grapples With Lack of Diversity in the Profession
By Bernice NapachOnly 3.5% of CFP professionals are black or Latino, the Board reports.
May 09, 2018
Wake Up, RIAs! Your Clients Are Getting YoungerIn five years, 40% of RIA clients will be Gen Xers and millennials, TD Ameritrade Institutional reports.
May 04, 2018
The Future of Money Is Coming. Are Advisors Ready?A new study finds that disruption of the banking and investment industries is already here, and consumers love it.
April 29, 2018
Inside Edward Jones' Take on TechnologyThe broker-dealer relies on advisor feedback to improve its technology, according to Principal Vinny Ferrari.
April 26, 2018
Janney's Retirement Evaluator Answers Clients' Most Common QuestionUsing NaviPlan 'engine,' Janney Montgomery Scott's add-ons allow its 800 advisors to provide custom solutions to clients.
April 25, 2018
2 Ways to Find the Right Balance for GrowthOwners of advisory firms should learn to let go, so they can get the resources they need and have the focus and time required to grow their businesses.
April 25, 2018
Why Schwab's CEO Bets You Won't Be Trading Stocks on Amazon'It's a wide moat and a big decision to make,' Walt Bettinger says.
April 25, 2018
73% of Advisors Don't Have a Written Succession Plan: FPAMany advisors can relate to the cobbler whose children have no shoes.