Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Inflation Fears, Labor Woes Dim Execs' Optimism: Survey
By Michael S. FischerAICPA found that 77% of executives surveyed are particularly concerned about raw material and labor costs.
August 26, 2021
12 Best Cities for Financial Advisors to Start a Career: 2021These cities have high average advisor pay and lots of potential clients, according to SmartAsset.
August 25, 2021
10 Things Advisors Should Do to Attract Young and DIY InvestorsPenny Phillips, Jamie Hopkins and others tell ThinkAdvisor how, and why, to add clients from these burgeoning groups.
August 20, 2021
Preparing a Financial Planning Student: From Intern to Potential PartnerCommonwealth has set up a process to introduce young people in financial planning programs to the business.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 17, 2021
Advisory Firms Face Employee Retention Risks, Tough Hiring Market: DeVoeMany advisors are looking to make a move as employee morale suffers and job opportunities are on the rebound.
July 23, 2021
Millennials Getting Raises Have Retiring Boomers to ThankWages are rising and workers are quitting in large numbers because the working-age population is shrinking.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.