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The Great Wealth Transfer: financial planning across generations
While most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.
Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Read moreWhile most women excel at managing short-term finances, the challenge lies in long-term planning. Breaking through these barriers can unlock the door to wealth creation.