Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
CFP Board, Under Pressure, Drops CE Plan
By John SullivanBoard says it wont enter the CE provider space at this time; announces multiyear plan to improve offerings.
October 03, 2013
Medicaid looks good to a former young invincibleA young invincible sees the light.
August 26, 2013
Six Steps to Train Your Client Services TeamTo grow your firm, build a support team so your advisors can do what they do best: advise.
August 26, 2013
The ObamaCare provision that young Republicans loveThe key to making PPACA work is getting young people on board.
August 22, 2013
PPACA eludes young adultsThirty-six percent of Gallup survey participants said they know little about the law.
July 23, 2013
ShowbamaCareWhy not use celebs to sell PPACA? People buy auto insurance from a gecko.
July 18, 2013
Rulebreaking Runs Rampant on Wall Street, Survey FindsA quarter of financial services professionals would engage in insider trading to make $10 million if they could get away with it, and nearly 40% of younger Wall Streeters would do so, a new survey reveals.
July 01, 2013
Catch a FireI no longer fear the future. Despite all the hand wringing and teeth gnashing over the source of advisors to come, a dinner at a Vietnamese fusion joint in San Francisco (its a Gen Y thing) went a long way in reassuring me well be just fine.