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Empowering Women to Take Charge of Their Wealth

By Juli McNeely June 01, 2025 InsuranceNewsNet

Women are increasingly taking charge of their financial futures, with 99% reporting involvement in financial planning, according to a 2024 Bryn Mawr Trust study. Around 24% of CERTIFIED FINANCIAL PLANNER® professionals are women, and boosting their representation can expand the talent pool and help clients find planners who align with their goals.

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InsuranceNewsNet
Juli McNeely
June 1, 2025