Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
CFP Board Closing Exam Sites
By Janet LevauxThose registered for CFP exams over the next month will be rescheduled for the July exam.
March 13, 2020
Richards, Crosby, Others Discuss How to Calm Clients in the Time of CoronavirusMichael Kitces convened a webinar with several behavioral experts.
March 12, 2020
Envestnet Is Bullish on Its Model Portfolios Amid VolatilityThe clients calling their advisors are mostly the ones not using models, Chief Investment Strategist Tim Clift tells ThinkAdvisor.
March 12, 2020
Janney Adds Reps From Morgan Stanley, Wells Fargo: Recruiting RoundupMeanwhile, LPL has recruited a team in North Carolina that serves pro athletes.
March 12, 2020
Kitces Moves to Buckingham Wealth From PinnacleHis director of advisor education, Jeff Levine, is making the move, too. Here's what it means for their "nerdy" brand.
March 12, 2020
Raymond James Rolls Out New Succession ProgramEven for experienced advisors, "the thought of retirement can be daunting," according to one executive.
March 11, 2020
Before You Calm Your Clients, Calm YourselfEducate, inform and encourage your clients in times of crisis. But first, check your own stress levels.
March 11, 2020
Millennials, Gen Z Try to Build Retirement Savings but Face Obstacles: BettermentA Betterment for Business survey finds them struggling with conflicting priorities and a lack of advice.