Next Generation Advisors

Joy Slabaugh started the Wealth Alignment Institute to help advisors understand the emotions wealth can trigger so they can do a better job helping their clients.

Large and small firms are launching equity or equity-like programs to attract and retain top talent and foster an ownership mentality.

The Morgan Stanley wealth manager built his practice around a simple truth: Life doesn’t follow a financial plan.

A next-gen advisor and regional president at $30 billion MAI Capital Management explains how he made his own luck.

This young advisor got his big break after seeing an opening on social media.

Wellington Shields prides itself on its traditional ethos. Here’s how its 43-year-old CEO is slow-walking into the future.

Kunal Nayyar knows first hand how difficult it can be to share important financial information with far-flung family members.

Serial entrepreneur Ritik Malhotra built Savvy Wealth from scratch using what he describes as cutting-edge technology.

Tax filing is seen as an important new offering for Facet Wealth, which seeks to become a one-stop shop for younger, less wealthy clients’ financial needs.

Public databases show whether advisors have criminal histories, customer complaints, disciplinary actions, and more, and wealth management firms are taking those issues seriously.

Morgan Stanley’s Ara Talkov puts her Ivy League basketball experience to use helping athletes and influencers figure out their financial lives.

Health Savings Accounts are among the most underused retirement vehicles for young investors. Some financial advisors are working to change that.

Merrill wealth advisor Ariana Bhatia’s background in private investments prepared her well for a hot topic among wealthy next-gen clients.

Brokerages and RIA firms are quickly integrating artificial intelligence in their practices, often pushed by next-gen advisors and clients.

A book can offer a next-gen advisor a good way to establish credibility as an expert in a topic and help attract new clients.

A new survey from DeVoe & Co. suggests independent wealth management firms aren’t doing enough to engage next-generation employees.

Wells Fargo financial advisor Emily Malone avoided her family’s wealth management business until she earned experience elsewhere. She advises others to do the same.

More firms should recruit wealth management prospects straight out of college—then help them succeed by giving them a sense of purpose, support, and skills.

The former offensive tackle applies many lessons from sports to the world of financial advice as CEO of SageSpring Private Wealth.

Range, a flat-fee wealth management start-up, plans to use artificial intelligence to fully automate financial advice.

Combining firms can be a good way to grow quickly, but it may lead to serious problems if advisors aren’t careful.

Riley Saunders of Cassaday & Co. says understanding unconscious beliefs, often rooted in childhood, is critical to connecting with clients and growing business.

Cameron Rogers, a new partner at Angeles Wealth Management, explains how generosity and shared fun help her start and build client relationships.

Next-generation female founders are using newer fee structures to serve a wider range of people and launching initiatives to bring more young people into the industry.

After Natalie Pine joined her mother’s firm, she realized it was serving a large number of university professors and administrators.