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As wealth demographics have shifted, and client expectations have evolved, so too has the role of the financial advisor.
On this Money Saving Monday, we’re tackling the alarming stats surrounding women and their finances. According to a Federal Trade Commission report, women are 26% more likely to be targeted by ...
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Financial Experts: 5 Women in Finance We’re Paying Attention to in 2024“The CFA Institute has written numerous times about women making up 18% of all chartered financial analysts.” Read Next: I’m a Financial Advisor: Here’s Why My Rich Clients Identify With ...
Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience ...
Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...
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