Editor's Note

Women of Wealth: Unheard for Far Too Long

Amy Hart Clyne, CFP^®

The Secrets to Earning a Female Investor’s Trust—and Her Business

Kim M. Sharan

Financial Preferences and Priorities by Demographic Group

Anna M. Rappaport, MAAA, FSA

Wealth in the Time of COVID: Context and Conversations for Successful Transitions

Carole Robin, PhD
Noel Pacarro Brown, CIMA^®, CPWA^®

Longevity Risk: Plan for the Unknown

Kate Beattie, CFP^®, RICP^®

Three P’s for a Successful Advisor Transition

John S. Lin, CPWA^®, CFP^®, CEPA

Social Media: Making the Professional More Personal

April J. Rudin

Adjusting to a Changing Economy: Wealth Management Firms Expand Technology Frontiers to Capture New-Generation Investors

Nilesh Vaidya
Elias Ghanem

Millennial Boom: Demographics Point Toward Economic Growth

Cole Smead, CFA^®

Inflation’s Corrosive Effect On Financial Asset Returns: Building Portfolios with Rising Rate and Inflation Contingencies

Phillip Toews

Defining Wealth Management: Knowledge and Service Capabilities Required for Today's Financial Advisory Practitioners and Wealth Management Teams

Sean R. Walters, CAE^®

Recent Certificants