Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Number of CFP Exam-Takers Sets New High
By Melanie WaddellThe pass rate for the November exam was 62% with the second-largest number of people taking it.
November 21, 2024
15 Best Colleges for a Finance DegreeUndergraduate finance degrees from these schools can yield high earnings at a relatively low cost, Degreechoices finds.
November 20, 2024
Schwab Foundation Expands Scholarships, Marks $25M in Total Grant FundingThe Registered Investment Advisor Talent Advantage Student Scholarship now supports 15 students with $15,000 grants.
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.
November 11, 2024
Kitces to Join 2025 Coaching Roster at Limitless AdvisorMichael Kitces will direct a year-long leadership development program helping advisors scale while building work-life balance.
October 30, 2024
America's 15 Youngest Billionaires: Forbes, 2024Only 26 billionaires on this year's list, with membership taking a record $3.3 billion, are younger than 50.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 14, 2024
The Most Important Investments for Clients in Their 20sAsset allocation shouldn't be the top concern at this age, Ritholtz Wealth CEO Josh Brown and others say.