WASHINGTON -- Advisory firms that are worried about the next generation of financial planners need to take a more active role in engaging with college and university programs to help bring more students into the workforce, industry officials said at the CFP Board's recent academic conference.
There may be no simple answers to the complex challenge of cultivating the next generation of advisors, and it seems clear enough that universities, on their own, won't be able to meet the need, according to Kate Healy, managing director of institutional marketing with TD Ameritrade.
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