Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 40: Janine Guenther, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

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Exploring the Wealth Transfer Trend and Family Involvement in Money Management

Exploring the shift of wealth towards wives as husbands pass away, resulting in more female clients in finance, increased family involvement in wealth management, and younger generations gaining early exposure to professional money management.

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