Results for "next gen"

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First and foremost, it's not about the money

March 29, 2015

A little more than a year ago, I was calling everyone in finance I had ever met. I was drilling them with questions ranging from “How is the work-life balance?” to “How long do I have to wait to find out if I'm good at it?” Over the...

For Kelly McNerney, ordering priorities in a busy schedule is a challenge

March 29, 2015

The rigors of working full-time surprised Kelly McNerney, who moved to Virginia from New Jersey last May to become an associate financial planner at FJY Financial. Ms. McNerney, 22, always took a full course load at William Patterson University...

Amanda Moore is getting life back after finishing CFP exam

March 29, 2015

Nine months after the start of her financial advisory journey, the moment of truth arrived for Amanda Moore last Saturday when she sat for the CFP exam. For the 23-year-old Virginia Tech alumna, the certified financial planner exam was the center...

Taxes can be 'lots of fun' for young adviser Treavor Dodsworth

March 29, 2015

Tax season is in full swing, which means aspiring accountant Treavor Dodsworth is especially busy. Mr. Dodsworth, 23, is about eight months into his tenure at NorthWest Financial Services Inc., where he's been putting his tax know-how to work....

Tedious work and quarterbacking ultimately lead to grateful clients

March 29, 2015

It's hard to believe almost a year has passed since I joined Plancorp. New opportunities for growth and learning have presented themselves every day. At times, I've risen to the occasion, and other times I've found myself short of the mark....

Layton Cox: An entrepreneur at heart

March 29, 2015

Layton Cox entered the profession nearly a year ago, mentally prepared to make a lot of cold calls. Instead, he has gained valuable entrepreneurial experience and really figured out where the industry — and his career — are going. Mr. Cox,...

Mariah Acap's test of time management

March 29, 2015

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. The adviser assistant at Buttonwood Financial Advisors finds herself...

Finding his planning niche

March 29, 2015

Spring is looking busy for Sam Honey as he prepares for the certified financial planner exam and the arrival of his second child. The 26-year-old planning associate at Plancorp expected to take the CFP exam last Saturday. In the course of studying...

Next gen advisers finding their niche in the industry

March 29, 2015

Each of the six next-generation 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. One is circumventing a traditional adviser...

Where are they now?

March 20, 2015

Our second annual 40 Under 40 project is underway, and we are asking readers to help us uncover top young talent in financial advice to illuminate the industry's future. The people who ultimately make the list will be instrumental in moving...

Foreign mutual funds look like a good way to dodge some U.S. market risk

March 19, 2015

With U.S. stocks now about as expensive as they were at the peak in 2008, foreign mutual funds might be a good place to hang out, or even hide out, for a while. ANJIX, LLINX, VTRIX Who will replace Jack Bogle when the 85-year-old founder of...

Cash-heavy mutual funds take downside protection to the extreme

March 4, 2015

For investors who truly cannot sleep at night out of fear that this roaring equity market is too risky, here are some mutual funds that are taking the slow lane by sitting on lots of cash. Downside protection to the max A Virginia financial...

How a uniform client service plan can help a fledgling firm grow

February 27, 2015

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

Tweeting maven Josh Brown approaches 100K followers, explains the business upshot

February 19, 2015

The financial adviser known on Twitter as Downtown Josh Brown with the handle @ReformedBroker is poised to hit 100,000 followers. While that mark doesn't land him in the social media caste of @RichardBranson, with 5 million followers, or @LadyGaga,...

Every young adviser needs a successful mentor

February 9, 2015

My first seven years as an adviser have been a rollercoaster ride, with many more ups than downs. The learning curve to becoming an adviser is steep and the skills needed to succeed in this industry are vast and ever-changing. Not only are technical...

Mothers can be powerful allies in making inroads with next-generation clients

February 8, 2015

Mothers matter. And not just because they're raising the next generation but because they influence all generations. The mother of young children is perhaps the most important influencer in the consumer marketplace. She's typically earning money....

Adviser technology is now all about the client

February 8, 2015

Financial advisers are addressing how best to invest in technology from a fresh perspective, according to the 2015 InvestmentNews Adviser Technology Study. A myopic concentration on costs and on the immediate impact on profits is giving way...

5 steps to incorporating a robo into your firm

February 3, 2015

It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way. Some early adopters of online adviser...

Why well-designed technology is more powerful than investor education

January 30, 2015

I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London's streets. It means that as a rider, you can guarantee that your black-cab driver knows where he or she is...

Younger generations going all in with 401(k) contributions

January 29, 2015

The average account totals might be slight, but the pace of 401(k) plan contributions has never been higher. Gen Y and Gen X participants are setting the pace As REIT performance carries over from a strong 2014, investors will want to know a...

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