Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
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.
October 07, 2024
CFP Board's 'Perfect Job' Promos Fall Flat With Planners"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
October 03, 2024
Morgan Stanley's 2025 Comp Plan Intensifies Cross-Selling PushThe bank has long sent business advisors' way. It wants them to return the favor.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 23, 2024
20 Best-Paying College Majors: 2024Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 15, 2024
All States Should Offer Online Life Agent Exams, Industry Groups SayCritics predict that returning to in-person-only testing will hurt rural candidates and weaken diversity.