Results for "next gen advisors"

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Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

Young advisers want a future, not handouts

July 26, 2015

Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future...

Breaking down the best robos for your practice

June 25, 2015

There's a lot to consider when managing a financial advisory practice, but one of the more ever-present components of the business these days is whether to offer an automated online investment platform. Robo-proofing a practice is one of the...

When it comes to retirement savings, millennials blow past boomers

June 22, 2015

In addition to being more technologically savvy and more in tune with social media, the millennial generation, in general, is also better than the baby-boomer generation at preparing for retirement. Within this broad statement — and the data...

Young advisers need help developing 'soft skills' for serving clients

April 5, 2015

Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his career as an associate adviser with FMB Wealth...

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...

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....

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....

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...

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...

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,...

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...

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...

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...

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...

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...

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...

The latest CFA test scores send 56% back to square one

January 28, 2015

While some New Yorkers were shoveling out on Tuesday, a lot of Wall Street-wannabees were sweating over the results of the December CFA tests, which showed that only 44% of test takers passed. Cheer up, less than 20% of candidates pass all three...

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