Next Generation Advisors

In addition to helping clients fill financial gaps, younger advisors can also provide career advice for clients seeking new jobs or considering starting their own businesses.

Younger advisors are choosing gifts that connect with clients’ values and are sometimes opting for experiences over things.

The Ameriprise private wealth advisor learned hard money lessons in childhood and uses them to help clients succeed.

In 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices and think independently.

Succession planning seemed like an issue for advisors close to retirement age until this entrepreneur learned o her husband’s diagnosis. Here’s what she did next.

Dane Sauer, 32, explains how curiosity—and a willingness to relocate—put him on the career fast track.

Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on their investments.

A new investor study from brokerage industry self-regulator Finra finds investors are getting more risk-averse despite feeling pressure to take big risks to achieve financial security.

Merrill Lynch’s Tony Carpentieri started outside wealth management and says having a diversity of experience is an asset when serving today’s rich families.

Despite the end of the government shutdown, millions of Americans may lose access to food stamps in the coming months. How financial advisors can help.

Earth Equity Advisors’ Peter Krull likes infrastructure, biotech, semiconductors, and EVs.

Poor decisions can strip athletes of their hard-earned cash. Tom Zheng co-founded The Players Company to change that.

For these financial advisors, finding partners and establishing niches proved invaluable, but they still say there were some lean early years.

Next-gen financial advisor Heather Robison teamed up with her mother to grow a $460 million business in Oklahoma using tax planning as a differentiator.

Financial advisors explain how they help clients protect family wealth from adult children who have become addicted to gambling.

A fourth-generation member of the family behind Franklin Templeton explains how he fell somewhat close to the tree.

Increasingly, next-generation advisors are passing on inviting clients to winter holiday blowouts. Instead, they’re opting for more intimate social events that combine activities like fishing, golf, or poker with financial education.

Next-gen talent in wealth management and on Wall Street needs to cultivate brand identity, a capacity to pivot, and the ability to recognize burnout.

The 36-year-old founder of one of the fastest growing hybrid RIAs talks about how founders can start to cash out of their business while helping the next-gen advisors they employ.

Advisors share steps to take when they realize a client is suffering from cognitive decline.

Financial advisors are weaving AI into business development and seeing some positive results.

Advisory Services Network’s Trey Prescott says next-gen advisors want to run their own firms. He wants to help them.

Raised on crypto, Coachella, and influencer culture, the high-net-worth cohort now controls 11% of global wealth, according to the latest Capgemini World Wealth Report

The private wealth advisor embraces her nickname, “Iron Lady,” and says she isn’t afraid of playing the “bad guy” in tough conversations.

The 34-year-old founder of NewSpring Wealth Partners in Minneapolis explains how she won clients’ trust when she was just starting out and why she decided to go independent when she was eight months pregnant.