At EstateCon 2026, four of the most influential leaders in wealth management took the stage with a unified conviction. Joanne Bradford, Strategic Advisor to Wealth.com; Kathie Chao, Managing Director at Charles Schwab; Kate Shackleton, Executive Managing Partner at Mercer Advisors; and Shannon Spotswood, CEO of RFG Advisory, made it clear: the Great Wealth Transfer will […] The post The Great Wealth Transfer Begins with Women appeared first on Wealth.com .
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