NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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In an excerpt from her new book ‘Having It All,’ Wharton’s Corinne Low shares the evidence on the unique value women bring to the workplace.
What’s Working Now: By creating an education program that steps into the breach where women have often been ignored by the financial services industry, this advisor has tapped into a client base that spans the country and is eager to learn.
Horsesmouth Essential: Women constitute more than half the population and 90% of them will manage their own money at some point. Not really a “niche” anymore, yet women do express different needs and a different outlook on their finances.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
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