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Top Women Wealth Advisors

The 1000 women on the 2020 list manage nearly $920 billion in client assets, and nearly one-in-five manage at least $1 billion.

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May 27, 2020

Winning The M&A Mind Game

There’s often an unexpected energy and excitement level that can creep into the deal process. The faster and further a deal progresses, the easier it is for that energy to become more prevalent – if not dominant – and cause a change in the deal’s perceived priorities.