Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Ask These 5 Questions to Cement a New Client Relationship
By Jane Wollman RusoffThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.
June 13, 2023
Top 12 States for the Newest Income Planning ProspectsIn these states, more people are aging into the prime retirement planning market.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 16, 2023
The Cheapest Suburbs of the 10 Most Expensive CitiesThe 'burbs may be the answer to affordable housing in these metro areas.
May 09, 2023
Top 7 Prosperous, Yet Affordable, U.S. CitiesThese cities boast affordable housing and healthy, growing job markets.
May 05, 2023
How Broker-Dealers Are Evolving: PershingAn emerging generation of clients wants less personal interaction and favors data insights, push messaging and simplified decision-making.
May 04, 2023
Workplace Flexibility Creates New Challenges for Women in Retirement FieldAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.