Results for "next gen advisors"

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Young leaders, take note of these three key qualities

June 22, 2019

It's debatable whether a perfect definition of leadership exists. But one thing is not debatable. Leadership is hard. What's more, the challenges of being a leader can be amplified for young people who have limited experience to draw on when...

Assigning a chief diversity officer doesn't fix an inclusion issue

May 15, 2019

We hear a lot about diversity, equality and inclusion, and with good reason. Our society has come a long way, but more needs to be done for the American workforce to truly reflect the multicultural makeup of America. Despite the nationwide push...

Financial firms must attract millennial advisers to serve new generation of clients

May 13, 2019

Millennials may not earn as much as their parents, but they are expected to receive an influx of wealth as baby boomers begin to transfer their assets. In fact, over the next 30 to 40 years, millennials in North America will inherit more than...

Only 13% of adult children would use parents' adviser: Cerulli

May 9, 2019

Here's a sobering statistic for advisers who believe they will serve the adult children of aging clients — only 13% of affluent investors report that they choose to work with that adviser, according to new research from Cerulli Associates....

Hiring young advisers: You can't start too early

April 8, 2019

The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference,...

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

Ideal curriculum for financial planning students

September 1, 2018

We asked program directors at four universities — San Diego State, Texas A&M, Utah Valley and Virginia Tech — what the ideal curriculum would be to prepare next-generation financial planners. Here's a mashup of their picture-perfect course...

Few colleges offer a financial planning program

September 1, 2018

The number of universities with financial planning programs is abysmally low. Only 4.5% of the roughly 2,400 four-year higher-education institutions in the U.S. offer a financial planning degree. Observers say the trickle of new advisers entering...

In financial planning, the details can create or destroy your career

October 5, 2014

I've always been a firm believer that success is created and destroyed in the details; it's one of the reasons I thought I would make a good financial planner. While at Virginia Tech, our academic adviser would tell us that advisers wanted their...

Variety of tasks, client issues makes each day instructive

October 5, 2014

My role at Plancorp has certainly grown over recent months. I may have finally entered the asset column of the human capital balance sheet. As I have become more familiar with clients, processes and financial planning in general, my task load...

What I didn't expect about being an adviser

October 5, 2014

“I'm calling today to introduce myself.” That is how I begin 90% of my conversations. The other 10% are opened with, “Did I catch you at a bad time?” As a 20-something, first-year, inexperienced financial adviser going up against an...

What is the FPA NexGen Gathering?

June 25, 2014

I attended a financial planning conference this past weekend, but it wasn't what you might imagine a conference to be. Most conferences are held in big cities, at fancy-schmancy convention centers with overpriced hotels attached to them. They...

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....

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...

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...

FPA to collaborate on podcast as part of expanded NexGen effort

September 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner,...

The struggle is real: Why our profession needs next-gen talent now

September 10, 2018

The ground is shifting beneath our feet. The problem is, we look down to see the ground cracking while remaining completely oblivious to what's overhead: A new atmosphere. A changed environment. An unrecognizable future. The financial services...

Beware the gap coming in the number of financial advice professionals

February 22, 2017

With the average financial adviser now 51 years old, and as the baby boom generation grinds toward retirement, it's only natural to fret over a potential dearth of fresh faces to fill the advice ranks. From a big-picture perspective, David Canter,...

Confidence: How you can give it to young financial advisers and watch them run with it

March 16, 2017

Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future...

Eight-person team managing $930 million leaves Merrill Lynch

July 30, 2018

An eight-person team managing $930 million in assets at Merrill Lynch in Wilmington, Del., has left the firm to form Wyeth Private Wealth, a hybrid wealth manager based in Chadds Ford, Pa. The team, which has affiliated with Dynasty Partners,...

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