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Women & Planning

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Retired Merrill Lynch Star Joins Snowden Lane

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Cynthia Hewitt and her team managed $1.4 billion prior to retiring from Merill Lynch in 2018.

Five 2021 Technology Trends Changing Advisor-Client Engagement

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The pandemic has accelerated the pace of change for advisors, clients and regulators.

Divorces And Marriages Tumbled In U.S. During Covid, Study Shows

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The data contradict early predictions that Covid-19 and the stresses of quarantine would cause divorce rates to surge.

Goldman's Sheila Patel, Chairman Of $1.8 Trillion Manager, To Retire

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Patel shepherded some of Goldman’s highest-profile relationships with investors around the world.

Advisor Uses Motorcycle Trips To Inspire Herself And Clients

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Rachel Sloan now wants to see more of the U.S. by camper while working remotely.

NAPFA Offers Diversity Tool Kit For Advisory Firms

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The resources address issues such as developing equitable hiring practices and a welcoming work culture.

The Tax Consequences Of Pandemic-Era Divorces

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Many couples falsely believe their divorce attorneys will provide them with tax guidance.

Women In Finance Must Ask For Promotion, Unlike Men: Survey

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Australia is among the countries that can claim some success in tackling gender inequality.

It's Prime Time To Increase The Number Of Minority Advisors

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Minority communities will soon be the majority in America, said speakers at the CFP Board Diversity Summit.

The Urgency To Attract More Women Advisors

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Women control ever-larger amounts of wealth, and research shows many of them prefer working with female advisors.

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