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Preparing for a Wealth and Power Shift to Women

By Tracey Longo April 23, 2025 Financial Advisor

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.

Read more at Financial Advisor

Financial Advisor
Tracey Longo
April 23, 2025