Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
J.P. Morgan Creates Scholarship Program for Black College Students
By Jeff BermanThe program, aimed at financial planning students at historically Black colleges and universities, is part of its $30 billion racial equity commitment.
May 26, 2021
Fidelity Introduces New Educational Program for AdvisorsThe Wealth Advisory Institute was developed by Fidelity and features insights and resources from it and other asset managers.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 17, 2021
Merrill Rolls Out Exclusive HNW Sports, Entertainment DesignationThe wirehouse partnered with the College for Financial Planning, which is offering the program just to Merrill advisors through May 2022.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 15, 2021
CFP Board Expands Remote Proctoring OptionMost candidates can take the CFP exam in person or remotely for the July and November testing windows.
April 02, 2021
Creating an Intentional Path to Partnership Can Produce Lasting BenefitsBeing a partner involves hard work, so finding the right people is essential.