In the News
What to Bring to Your First Financial Advisor Meeting
A CFP Board report highlights the growing role of women in financial decision-making, with 70% of female clients taking the lead in investment decisions and 60% of married women managing financial choices in their households. Two financial leaders discuss why some women may hesitate to engage in investment discussions and how advisors can encourage their participation.
InvestmentNewsLeo Almazora
March 3, 2025