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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, August 21, 2026The Morning Brief →Sign in
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Karen Glassman

In PWD coverage since August 21, 2026 · 1 story
PWD coverage
practice

The $100 million case for sending a woman to the pitch

Most clients say they don't require a female advisor. A $100 million NewEdge win suggests some do.
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