Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Millennial Donors ‘Bullish on Charities’
By Michael S. FischerHere's how millennials' giving stacks up against that of older generations, according to a survey.
May 04, 2017
How Doctors, Lawyers Are Different From Other Wealthy ClientsDoctors, lawyers, accountants and other professionals have a unique approach to investing, according to a new study by Spectrem.
May 01, 2017
Pay Attention to Gen X WomenThe Generation X woman has become the apex consumer in our marketplace, Cam Marston says.
April 13, 2017
Serving Affluent Investors With Robo, UMA Models: CelentTax management is a key area where UMAs and robo-advisors overlap.
April 05, 2017
JPMorgan Moves Ahead on Robo-Advisor, but Doesn’t Call It ThatThe bank refers to it as an automated advisor; CEO Dimon says the firm spent $600 million on fintech last year.
April 03, 2017
Millennials’ Financial Education Needs Not Much Different From Boomers’Millennials aren't facing financial education issues that are profoundly different from what their parents faced, according to Veena Khanna of Key Private Bank.
April 03, 2017
3 Ways to Successfully Leverage Your Young AdvisorsYes, employee development takes time and effort, but consider it an investment in your firm.
March 28, 2017
Addressing the Shortage of Millennial Financial AdvisorsThe need for an infusion of young financial advisors is urgent and immediate, but there are hurdles when it comes to recruitment.