Results for "next gen advisors"

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When will our industry grow up?

November 12, 2019

When will our industry grow up? This past week, I met an incredible young man who is just two years out of college. So far, he seems to have done all the right things, including studying finance, earning his certified financial planner designation...

Navigating the RIA ecosystem

October 31, 2019

Picture a tree in a forest. You're likely picturing this tree as a singular entity. But, there's a vast and unseen network of interconnectivity beneath the surface. Several years ago, scientists discovered that trees communicated through their...

Six startups to compete in XY Planning Network fintech battle

September 3, 2019

Six adviser technology startups will compete next week in XY Planning Network's fourth annual fintech competition at the group's annual conference in St. Louis. A panel of judges will choose one winner. The companies were selected from a pool...

Fintechs provide software to financial planning programs to grow future business

August 29, 2019

Financial technology vendors are using college financial planning programs to help increase adoption of their tools throughout the advice industry. RightCapital, an up-and-coming financial planning software, now has professors at 20 different...

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...

Employer assistance with student loan debt huge lure for millennials

August 7, 2019

Like millions of her peers, Nicole Read graduated with thousands of dollars of debt. Unlike most of them, she's getting direct help from her employer to pay it back. (More: Advisers step up efforts to help clients manage student loan debt) The...

Social media savvy advisers meet in real life at new conference

September 11, 2019

Scottsdale, Ariz., a seasonal town that is ideal for baseball and golf three-quarters of the year, but unsuitable for human life in the summer, was home this week to Wealth/Stack, a new financial adviser conference that promises to "bridge the...

XY Planning Network firms wonder if group can support them long term

September 16, 2019

The five-year-old XY Planning Network is looking to deepen its relationships with financial advice firm members that question the network's value long term. During a question-and-answer session last week with XYPN co-founders Michael Kitces...

Dearth of young advisers who can meet participant needs

July 20, 2019

The cliché that problems are just opportunities in disguise is rarely true. But sometimes they can be. And sometimes they can solve really big problems. For example, there are tens of millions of defined contribution participants in need of...

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...

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...

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...

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,...

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...

Time to shift your hiring goal from 'culture-fit' to 'culture-add'

August 3, 2019

As a firm owner or decision-maker, you have the power to make an impact on this profession. Unfortunately, it's not always easy to know where you can "plug in" to the diversity, equity and inclusion (DEI) movement. One key contribution we can...

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...

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