Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
She Built a Virtual Planning Firm for Millennials Before It Was Cool
By Jane Wollman Rusoff"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
June 25, 2021
Five Ways Employers Can Avoid Discrimination ActionsTraining employees on procedures is as important as finding talent.
June 14, 2021
Merrill Exec Expects New, Shorter Advisor Program to Quadruple Success RateThe firm's new 18-month Advisor Development Program should increase its advisor success rate to 80%, Andy Sieg says.
June 07, 2021
J.P. Morgan Creates Scholarship Program for Black College StudentsThe program, aimed at financial planning students at historically Black colleges and universities, is part of its $30 billion racial equity commitment.
May 27, 2021
12 Worst States for Millennials to Live: 2021Millennials, now the largest generation, are economically worse off than their parents, but they're doing better in some states than others.
May 27, 2021
12 Best States for Millennials to Live: 2021Millennials, who came of age during the financial crisis, have thrived in some places and struggled in others, WalletHub reports.
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.