Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
As Millennial Wealth Grows, the Complexities Are Getting Real
By Michael S. FischerAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 12, 2026
12 Cities Where Millennials Are Moving: 2026Many in this cohort are relocating for job opportunities, preferable lifestyles, family or other considerations.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 15, 2026
Merrill Posts Strong Wealthy-Client Growth in 2025The Thundering Herd also continues to see low levels of advisor attrition, one executive said.
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.