Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
10 States the Young and Wealthy Are Fleeing: 2023
By Michael S. FischerHere's where high earners age 26-35 are leaving faster than they can be replaced, according to SmartAsset.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
July 28, 2023
Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?Our tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.
July 25, 2023
Top 7 Reasons Americans Hire Financial AdvisorsSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 07, 2023
Are Gen Xers Overly Optimistic About Retirement?Most Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
July 05, 2023
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?Clients with student loan debt should, for now, plan on restarting payments in October.