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The RIA Industry Is Getting Younger. Not Your Average Advisor

By Griffin Kelly March 09, 2025 The Daily Upside

The wealth management industry faces a looming retirement wave, as many financial advisors are nearing retirement. In good news, CFP Board notes a growing interest among young people in wealth management, with 39% of November 2024 CFP® exam applicants under 30.

Read more at The Daily Upside

The Daily Upside
Griffin Kelly
March 9, 2025