Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Childfree Planning Turns Traditional Advice on Its Head
By Dinah Wisenberg BrinPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
July 01, 2024
15 Best Value Public Colleges: 2024The Princeton Review ranked schools' return on investment based on academics, salaries and other factors.
June 21, 2024
What Advisors Can Do for Gen Z Right NowMany started investing before age 20. They don't think they need you yet. But they will.
June 17, 2024
4 Reasons to Work as a Bank, Credit Union or Insurance AdvisorChoosing to work within an institutional environment can have unexpected benefits.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 12, 2024
How This Bank Rep Took the Leap to IndependenceAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
May 30, 2024
The Ups and Downs of Going Independent, in 10 Charts: SchwabAdvisors are choosing different paths to independence but face serious challenges, a survey finds.
May 23, 2024
Summer CFP Training Program Registration Closes WednesdayThe program for college students, new advisors and career changers covers 500 standard pathway experience hours.