Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
4 Ways to Put 'Success' in Succession Planning
By Scott DannerFew choices carry more weight than a successor, yet many leaders leave that search until it's nearly too late.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
March 02, 2026
As Millennial Wealth Grows, the Complexities Are Getting RealAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.
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."