Women Run the Investments in Most Homes: CFP Board

According to a CFP Board report, 69% of women are now the primary decision-makers in household investment choices, driven by women earning as much or more than their partners. CFP Board Chair Liz Miller, CFP®, CFA® notes that this shift reflects more confident women taking the lead in investment decisions, and advisors must communicate equally with both partners, emphasizing empathy and understanding in their approach.

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