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What Wealth Firms Can Do to Elevate Women in the Workplace

By Leo Almazora February 24, 2025 InvestmentNews

CFP Board's latest data shows a 4.5% increase in the number of women CFP® professionals, marking a positive step in an industry where women advisors face challenges like lack of support. As women increasingly become asset owners and financial decision-makers, one C-level leader emphasizes the need for companies to prioritize gender representation in their workplace culture.

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InvestmentNews
Leo Almazora
February 24, 2025