Episode Summary

Dr. Karen Altfest, executive vice president at Altfest Personal Wealth Management, discusses the history of women in financial services and whether or not there has been meaningful progress. She, Jeff and Bruce look back at her extensive career to gain perspective on where things have improved for women, and where they still fall short. They also go into the importance of involving women clients in the family finances, and the often surprising results of doing so. Jeff and Bruce then quickly touch base on the breaking news that Dynasty Financial is filing for an IPO.

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