Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Why Continuing Education and Multidisciplinary Networking Make for Bad Chapter Meetings: Part 1
By Michael E. KitcesThe approach is fatally flawed, as affiliated professionals are unlikely to find the content and sponsors relevant.
April 17, 2012
Stop Promising to Split CommissionsA CPA views commissions much differently than you do. So offering to split commissions is not to your advantage.
March 13, 2012
Who Makes the Best Strategic Alliance Partner?CPAs, attorneys and P&C agents are all potential professional allies. But which will yield the most fruitful union?
February 16, 2012
An Economics Writer’s Lament: CommentaryAn article in The New York Times this week was a perfect caricature of a worldview that looks to government as an almost magical provider of solutions and people as powerless victims of crass corporations.
February 14, 2012
Young Adults Hit Hardest By Recession: PewOver 40% of adults surveyed by Pew Social Trends say that Americas young adults, those between 18 and 34, have suffered more through this recession than their older counterparts.
December 13, 2011
ADP Survey Highlights Lack of Understanding About Employee Benefit PlansAccording to the survey, 80% of HR decision makers believe that employees must fully understand their benefit options, yet these professionals estimate that only about 60% of their own employees do.
November 28, 2011
Young Adults’ Coverage May Cost Parents Even More (NY Times)The mandate allowing children to remain on their parents' plans until age 26 received little criticism when it was passed as part of PPACA last year. As more families take advantage of this option, employers are adjusting their plan offerings to fit.
August 18, 2011
Young Advisors, Older Clients: Addressing Age Bias, Part 2Its one thing to deal with age discrimination from older advisors, but what to say to clients who are concerned with your relative youth?