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.

The business case for hiring NextGen talent

Firms hiring nextgen talent have reaped the benefits from greater productivity to revenue growth. Clearly, there's a business case to be made for hiring millennials. Kate Healy of TD Ameritrade breaks it down.

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.


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

Be prepared

Campuses today are training future financial planners for the real world

White Papers

Why and How to Develop NextGen Talent: An Adviser’s Guide

As the registered investment advisory business matures, it’s clear we need to focus on a new generation prepared to continue the work of today’s advisers. This whitepaper focuses on developing NextGen talent, creating career paths for growth, and encouraging their success. It identifies areas of short- and long-term opportunities for both advisory firms and the NextGen advisers — and provides an actionable set of steps to develop the right talent and to structure the right roles for their future success.

The rise of NextGen

Much has been written about the need for advisory firms to add 'NextGen' advisers to help stem a potential long-term industry talent shortage - and ultimately build a bridge to the next generation of clients and investors. However, new research from InvestmentNews and TD Ameritrade Institutional shows that an increasing number of firms are looking to add NextGen advisers in 2016 – and that there is a significant short-term impact when firms bring NextGen talent into their organizations. Most notably, firms that have NextGen advisers appear to be growing faster than firms that do not - and are ultimately more successful in increasing revenues and improving profitability. Download this white paper to learn more.

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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