Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Do CFPs Really Need a Bachelor's Degree?
By John ManganaroThe CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 15, 2026
Carson Group Debuts Career Path Program, NextGen CouncilInvesting in rising advisors is key, Carson Group CEO Burt White says.
December 08, 2025
Why I'm a Zoomers Convert, and You Should Be TooGen Zers are quietly becoming the most valuable assets in financial services, and most firms are missing the boat.
December 05, 2025
15 Cities Where Gen Z Workers Outearn Their EldersIn these locations, up-and-comers offer skills and expertise that help them pull ahead against the odds.
October 28, 2025
To Close the Talent Gap, Let Advisors BuildWhen next-gen financial professionals are only handed books, it can unintentionally limit their long-term growth.
October 28, 2025
Here's How Much Americans Hate Talking About MoneyIt's a bigger taboo than politics or religion, Bankrate finds — and that could affect your clients' relationships.
October 27, 2025
Generational Divide Is Reshaping Advice Delivery: StudyThe industry needs to enhance the digital experience to better engage next-gen investors, SIFMA and KPMG research finds.
September 22, 2025
6 Early-Career Financial Skills That Boost Retirement ReadinessYoung professionals, even in finance, can have blind spots in key areas of basic money management.