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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.

Millennials, It's Time To Talk Estate Planning With Your Parents

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It’s not an easy subject to raise, but best to be proactive before an emergency hits.

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.

Pandemic Has Caused Many To Rethink Their Retirement Time Line

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Millennials are likelier to move up their retirement date, while Gen Xers plan to push it back.

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.

Advisors Need Asset Managers To Adapt In Pandemic Times

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At a time of heightened expectations, Covid-19 is even affecting advisors' views of money managers.

Wall Street's Return-To-Office Push Finds Virus Won't Cooperate

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Goldman Sachs had to send some traders back home after at least one employee tested positive for Covid-19.

At JPMorgan, Productivity Falls For Younger Employees At Home

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Work output by younger employees was particularly affected on Mondays and Fridays, the firm's study found.

Most Clients Don’t Like Zoom Meetings With Advisors

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Millennials are the most likely to video chat with financial advisors, according to a recent survey.

How One Advisor Firm Is Tackling Social Justice Issues

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Advisor Christopher Hill in Colorado hopes other firms will follow his lead in addressing diversity and inclusion.

Fed’s Barkin Warns Young Workers Face Slog And Urges Retraining

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The Fed is beginning to recognize that many service jobs are not coming back.

They Beat Covid, But Debilitating Effects And Economic Costs May Linger For Years

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Among young people, the costs of the pandemic may continue to be registered for decades.

In Or Out Of The Classroom, Back To School Could Be Dangerous For Some

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There may be no way for communities to open schools and protect immuno-compromised individuals.

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