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Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10
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Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
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Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?
February 9
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Sally Breyley Parker is co-founder of TimeZero Enterprises, which helps organizations flourish as living systems by creating conditions for collective wisdom and adaptive capacity to emerge.
February 9
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Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.
February 9
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The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
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Derek Horstmeyer is a professor of finance at George Mason University's Costello College of Business. He is the co-founder and director of the Student Managed Investment Fund, and the founder and director of The Future of Finance Lab.
February 9
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James Woodfall, founder of
Raise Your EI , is a former financial planner who now advises financial services and firms on how they can leverage emotional intelligence (EI) to improve individual and organizational performance. He is the co-author, with Cliff Lansley, of "The Heart of Finance ," which teaches finance professionals to develop the emotional intelligence needed to build effective and profitable client relationships.February 9
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