Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
3 Key Elements for Successful Succession Planning
By Matt MatrisianBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 06, 2024
CFP Board Launches 'Wealth Is Women's Work' Scholarship ProgramThe program aims to cover part of the exam fee for young women hoping to become CFPs.
February 15, 2024
Big Firms Boost Their CFP NumbersEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
February 08, 2024
Advice for NFL Players, From a Financial Advisor Who's Been ThereEx-NFLer Walter Stith of Morgan Stanley discusses young players' challenges and why he's rooting for the 49ers.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.