In the News
Preparing for a Wealth and Power Shift to Women
At the Invest in Women conference, CFP Board Chair Liz Miller, CFP®, CFA® highlighted that younger women are increasingly eager to take control of their wealth. CFP Board’s Building Wealth: Insights on Women’s Aspirations & Growing Financial Power report shows that women seek advisors who are competent, empathetic, clear in communication and collaborative in their approach.
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Financial AdvisorTracey Longo
April 23, 2025