Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
For Young Clients, Planning Meets Personal Life
By Jane Wollman Rusoff"Being younger myself, I’m experiencing life alongside my clients," Julie Penwell, 27, tells ThinkAdvisor.
July 28, 2025
7 Ways Advisors Stand Out as ProfessionalsWith significant education, training and accountability, wealth managers are more than just salespeople.
July 16, 2025
Best & Worst BDs for Financial Advisor Satisfaction: J.D. Power, 2025Younger advisors want more support from their firms, the research group finds.
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.