Where will the next gen of advisers come from? Probably here

OCT 28, 2010
Out of the hundreds of FAs at the Schwab IMPACT conference here in Boston today, there's a group that stands out from the rest the moment you walk into the exhibit hall: the financial advisers of tomorrow. Several universities with financial planning programs have packed up their faculty and students to be here -- to learn more about the profession, to network and look for a job, and to tell us here at InvestmentNews a little more about their goals and plans. The 20 students who are here from Texas Tech University, for one, didn't take long to introduce themselves (I met 10 in 15 minutes.) They're obviously eager (they're here), a fact that can't be ignored the moment they begin to discuss their plans and courses. But it takes a little longer to notice another thing: They could be your future employees. Actually, they really want to be your future employees. And they don't just seem to want a job for the sake of being employeed. They want to be FAs and they're approaching this career seriously. They want to meet you, the FA of today, which is why they're here. But they also want to know more about what you're looking for when you evaluate talent. Help us help them -- what would you want to ask any of these future FAs if you were here? -- M.B.

Latest News

Investors win lawsuit against Atlanta B-D over tax shelter investment, potentially a first
Investors win lawsuit against Atlanta B-D over tax shelter investment, potentially a first

InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.

Pontera unveils non-discretionary advice tools in continued retirement platform buildout
Pontera unveils non-discretionary advice tools in continued retirement platform buildout

Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.

HSA balances hit record high, but are clients using them wrong?
HSA balances hit record high, but are clients using them wrong?

New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.

Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth

Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.

Stratos Wealth adds $400M with RPI Financial Life Planners
Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income