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INVEST IN WOMEN

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Planners Aghast Over CFP Board's Controversial 'Perfect Job' Ad Campaign Depicting Sleeping Teen

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Advisors worry the campaign will attract slackers and possibly turn away investors.

The Case For Buying A House With Your Best Friend

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Joining forces with trusted pals makes sense for people who can't come up with the funds independently.

Women Caregivers Feeling Extra Financial Strain, Survey Says

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An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

Facing Your Worst Critic: Uninviting Imposter Syndrome

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People with imposter syndrome struggle with persistent doubt regarding their abilities.

Growing After Grief: Financial Independence For Widows

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Being prepared can make the difference between hardship and having a solid foundation to move forward.

5 Considerations When Hiring A New Planner

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The advisor industry needs to do a better job of laying out a welcome mat for new recruits.

Advocate For Women Advisors Says Gender Diversity Is Improving

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Crewe Advisors is working to increase female representation in the industry.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Why Tax Planning Should Be A Year-Round Priority For Advisors

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Outsourcing tax management can enable advisors to apply tax management strategies across all their clients' taxable accounts throughout the year.

AI And The Future Of Women's Retirement Planning

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Artificial intelligence holds the promise of radically transforming financial services to better serve the unique challenges and needs of women.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Building And Leading Gender-Diverse Teams

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Such diversity is not just a marker of inclusivity but a catalyst for innovation, productivity and enhanced decision-making.

Advisors Apply Lessons Learned From Their Bouts With Serious Illness

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Three cancer survivors offered fellow advisors tips on how to help clients who are dealing with life-threatening illnesses.

Alts, Small Caps And AI Called Leading Investment Trends By Strategists

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Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.

Six Strategies For Working With Wealthy Women

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Women's growing share of wealth demands the attention of advisors, an RBC Wealth official says.

Kitces Explains How Advisor Success Evolved Beyond Being A Million-Dollar Producer

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In deciding what kind of firm is best for them, advisors need to know themselves, Michael Kitces says.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Women Achieve More By Working In Teams That Foster Collaboration, Support

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Empowering women to collaborate in groups or teams allows them to progress more rapidly and succeed as financial advisors.

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