Next Generation Advisors

Investment pros weigh in with ways to overcome inertia and put money to work.

The 38-year-old president and CFO of JL Smith Holistic Wealth Management explains how his mentors taught him to embrace discomfort.

The president of Robinhood Asset Management shares insights into what makes young investors different from older generations.

Financial professionals share ideas on how and where to serve their communities and they take on volunteer projects.

After she closed down what had been a successful high-end consignment business, Kaden Bernstein turned to her late father’s former Morgan Stanley advisor for career advice.

Financial advisors share tips for helping their clients have an open dialogue with their parents about a future inheritance.

Next-generation advisor Dominic Altobelli was excited about his wife’s first pregnancy. Then an ultrasound revealed frightening news: identical twins that were joined together.

For clients who can’t stomach volatility, there are a number of ways to reduce wide swings in their portfolios.

Thomas Kopelman built AllStreet Wealth using social media, and now helps other wealth managers with their social media strategy.

These next-gen advisors built new niches with physicians, wealthy executives, academics, special needs groups, and NFL players.

Dane Burkholder, an Ameriprise advisor, uses behavioral finance to help student athletes turn a windfall into a financial game plan.

The managing partner at Capital Planning Wealth Management, in Center Valley, Pa., says golf helped prepare her to become a leader at the business her father co-founded.

Industry veterans reveal some early career missteps and offer guidance on how younger advisors can avoid them.

A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets.

Those who excel at servicing clients, but dislike business development, could get stuck at one firm.

Wealthspire President Eric Sontag says generative AI is weaving its way into his firm and improving advisor productivity.

The CEO of Gilman Hill Asset Management talks about why dividend investing works right now, what she likes about Conagra, and the reason next-gen clients invest with her.

Despite costs and litigation risks, some rising advisors are bootstrapping their own practices.

The SEC’s approval of Bitcoin ETFs, the Trump administration’s crypto friendliness, and a crypto advocate at the SEC are creating positive momentum for the controversial asset class.

The 39-year-old CEO of robo-advisor Wealthfront says his company’s technology is ahead of its bigger rivals.

In mid-February, John Davi predicted “a big fat correction” for large-cap U.S. stocks. Now he’s counseling financial advisors to go overweight Treasuries and corporate bonds.

C. James Taylor, a Morgan Stanley advisor, swears by a sales technique some other wealth managers have scrapped.

Aaron Cirksena, founder of MDRN Capital, saw his parents lose capital during the 2007-09 recession. He wants to protect clients from the same mistakes.

Merrill, which has trained generations of brokerage industry newcomers, has created a program targeting experienced next-generation advisors.

Wealth management teams can benefit when an adult child joins mom or pop, but there are challenges, too.