Interested in becoming a financial adviser, or in gaining a better understanding of how to develop NextGen talent within your firm? Explore these InvestmentNews and industry resources, research and insights designed to support the Next Generation of financial advisers.

Academic shift bringing more women into financial planning

Paul Ellinger, a professor at the University of Illinois, and Ashely Herb, a financial planning student at Kansas State University, discuss what's drawing a bigger portion of young women in academia to the advice industry.

NextGen Spotlight

Year One

The importance of time management

Mariah Acap's first year in the advisory business has cemented her resolve to become a full-fledged financial adviser, even if some things are taking more time than she expected.

First and foremost, it's not about the money

Our "Year One" advisers blog on their views, experiences and progress as they learn first-hand what it is like to be part of NextGen.

Getting started

Each of the six young advisers InvestmentNews has followed over the past year — their first in the financial advice business — is finding his or her own focus in this changing industry.

NextGen Special Reports

The NextGen Toolkit

Addressing the major challenges young advisers face when entering the industry, plus other insight into the unique traits of the new breed of financial advisers.

40 Under 40

Class of 2015

InvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things.

Resources

Find an Opening

NextGen Career Exchange

The RIA NextGen Career Exchange is a free resource that connects advisers and candidates for job and internship opportunities

White Papers

The Elite RIA Study

With the business of providing financial advice fast evolving – presenting advisers with new service opportunities as well as urgent practice challenges – InvestmentNews Research, in partnership with BlackRock Inc., introduces a new study examining the primary keys to growth and success for registered investment advisory (RIA) firms. Specifically, “The Study of Elite RIAs” has identified how a select portion of advisers have managed to meet this changing environment’s new demands, attract assets and clients at an accelerated rate – and ultimately achieve industry-leading levels of growth and performance. The report also uses this analysis of Elite RIAs to prescribe a series of short- and long-term steps to future success for advisers.

Plan, diversify, and differentiate: Three strategies of high-performing advisers

Findings from the Fidelity Advisor Insights study reveal the traits of "High-Performing" Advisers who earned twice as much as other advisers.

Gen Y is ready to invest...are you ready to advise them?

A new wave of potential clients with the greatest lifetime value of any generation has entered the market: Gen Y. Advisors who understand this demographic’s outlook on life and on investing will be best positioned to engage with them.

Career Center

Explore the InvestmentNews Career Center

Browse through job listings and learn more about the industry's most influential broker-dealers, custodians and prospective employers.

CFP Board

Hundreds of financial planning education programs around the country are registered with CFP Board to provide curricula that satisfy CFP Board's education coursework requirement. All of these programs cover the same core curriculum, yet vary in style, length and delivery method.

Find an Education Program

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