Great Diamond Partners

'Tis the season to discuss charitable giving! Managing Partner Helen Andreoli and other industry professionals discuss planning, strategy, and trends in this informative piece from InvestmentNews.

Thank you to Gregg Greenberg for highlighting this topic.

Tis the season to discuss charitable giving, advisors say The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.

The future is female, from investors to financial advisors! Studies show women will inherit the majority of wealth that is expected to transfer over the course of the next two decades, and many will be solely seeking to connect with female advisors.

InvestmentNews shared insight from Managing Partner Helen Andreoli and other industry experts on how to better prepare and serve this demographic, specifically highlighting the opportunity for the next generation of female advisors. Keep reading to learn more.

▪️Get ready for more women with money
https://www.investmentnews.com/ria-news/great-wealth-transfer-why-advisors-better-get-ready-for-more-women-with-money/261311

▪️Career advice to up-and-comers
https://www.investmentnews.com/goria/practice-management/veteran-women-advisors-offer-career-advice-to-up-and-comers/261391