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Millennials In Finance

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Ranks Of CFP Advisors Increase 2.7% In 2020

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The number of CFP professionals is at an all-time high of 88,726, the CFP Board reported.

Five 2021 Technology Trends Changing Advisor-Client Engagement

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The pandemic has accelerated the pace of change for advisors, clients and regulators.

Ten Best Cities For Young Financial Advisors Starting Their Career

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Demand for financial advisors is expected to grow over the next decade, and so are their earnings.

NAPFA Offers Diversity Tool Kit For Advisory Firms

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The resources address issues such as developing equitable hiring practices and a welcoming work culture.

Pandemic Causing Lasting Financial Harm To Young Adults, Survey Says

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Many of the nation's youngest adults feel it will take a long time to financially recover from the Covid crisis.

Is Robinhood The Hero That Today’s Investors Need?

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What advisors can learn from the commission-free retail trading app targeting the smallest investors.

Equity Compensation Complicates Planning During Pandemic

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More millennials have stock options than older employees, Schwab said.

New Rules Mean QQQ's Lifespan Could Be 'Theoretically Infinite'

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Unlike open-ended modern ETFs, QQQ was founded as a unit investment trust.

Kitces, Moore Say XYPN Has Dropped Challenge To Reg BI

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Instead, it will focus its efforts on fiduciary regulation on the state level.

Pandemic Prompts Americans To Act On The Health-Care Concerns That Plague Them

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A Nationwide study says both young and old are taking positive steps.

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