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How to Create a Women-Focused Growth Strategy for Your RIA — From Hiring to Client Engagement
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How to Create a Women-Focused Growth Strategy for Your RIA — From Hiring to Client Engagement

Breakaway Advisors, Client Education, RIAs, Trends

How to Create a Women-Focused Growth Strategy for Your RIA — From Hiring to Client Engagement

Women are poised to inherit the majority of an estimated $84 trillion to $124 trillion in assets transferred by 2045, driven by longer life expectancies and intergenerational transfers. By 2030, women in the U.S. are expected to control $34 trillion in investable assets, and they increasingly act as primary financial decision-makers for their households and [...]

By Christen Hailey|2026-02-05T00:53:41+06:30February 5th, 2026|Breakaway Advisors, Client Education, RIAs, Trends|Comments Off

Red Flags: How to Help Clients Spot Bad Financial Advice on Social Media
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Red Flags: How to Help Clients Spot Bad Financial Advice on Social Media

Client Education, RIAs, Trends

Red Flags: How to Help Clients Spot Bad Financial Advice on Social Media

In a digital age where a 30‑second video can influence a life‑changing decision, today’s Advisors face a new challenge: helping clients separate sound financial guidance from harmful social media hype. Recent data shows that millions of Americans — especially younger investors — now rely on finfluencers from TikTok, Instagram, and YouTube for financial advice. According [...]

By Christen Hailey|2026-01-06T02:51:41+06:30January 6th, 2026|Client Education, RIAs, Trends|Comments Off