Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Debt Is Inhibiting Americans’ Retirement Saving: Study
By Michael S. FischerPaying off debt is especially important to Gen Xers, Allianz Life found.
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.
November 11, 2024
Kitces to Join 2025 Coaching Roster at Limitless AdvisorMichael Kitces will direct a year-long leadership development program helping advisors scale while building work-life balance.
October 30, 2024
America's 15 Youngest Billionaires: Forbes, 2024Only 26 billionaires on this year's list, with membership taking a record $3.3 billion, are younger than 50.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 14, 2024
The Most Important Investments for Clients in Their 20sAsset allocation shouldn't be the top concern at this age, Ritholtz Wealth CEO Josh Brown and others say.
October 07, 2024
CFP Board's 'Perfect Job' Promos Fall Flat With Planners"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
October 03, 2024
Morgan Stanley's 2025 Comp Plan Intensifies Cross-Selling PushThe bank has long sent business advisors' way. It wants them to return the favor.