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In the News
How to Recruit Next-Gen Advisers
As retirements outpace new hires, financial firms are adopting more creative recruiting strategies to attract the next generation of advisors. Kathryn Berkenpas, CFP®, Managing Director of Corporate Growth at CFP Board, said firms have offered CFP® certification reimbursement, and other effective recruitment tactics include fixed income instead of commission-based pay and clearer, structured career paths.
PlanAdviserValentina Baez
April 20, 2026