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INVEST IN WOMEN

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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.

Diversity Should Still Be A Hiring Goal, Financial Execs Say

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

The Burning Question For Clients: Are You Happy?

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Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.

International Women's Day: Investing In Women

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International Women's Day serves as a powerful reminder of the ongoing struggles women face in the modern workplace.

It's A Good Time To Be A Working Woman

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The jobs market has undergone some big changes that favor women, though they could also make women more vulnerable.

Women Entrepreneurs Are Increasing As Capital Becomes Available, Embarc Says

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Embarc carved out niche among women small business owners, Kelcee Blue said.

Succession Planning In The New Year

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A good succession plan can help make your practice a better business.

L'Oreal Heir Becomes First Woman With $100 Billion Fortune

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France's growing domination of luxury retail has spawned several other ultra-rich families.

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