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Summary: The CFP certification may be one of the most popular credentials in the industry. More than 80,000 individuals have become certified financial planners. But earning the right to add those letters after your name is no easy task.
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Summary: Cerulli Associates expects another transition of assets and influence, of younger financial advisors succeeding baby boomers across the industry. The financial services research firm estimates that 35.5% of the industry, more than 110,000 advisors, will retire within the next 10 years.
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Summary: The inability of financial advisers to look beyond the baby boom generation to younger clients and colleagues could be hampering the growth potential of the financial planning industry.
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Summary: Graduating from college may not always be the ticket to a high-paying job but it is a ticket to a job. The unemployment rate for recent college grads, defined as grads ages 22 to 27, is 3.8%, the lowest rate since September 2008 and below the national jobless rate of 4.1%, according to the New York Fed’s latest report on the labor market for recent college graduates.
Added on April 2018 in Join an RIA
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Summary: [Podcast] At a time when many other advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business.
