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Get ready for a tidal wave of women-controlled wealth.
- Source :
- Financial Planning; May2024, Vol. 54 Issue 4, p38-40, 2p
- Publication Year :
- 2024
-
Abstract
- The article discusses the increasing influence of women in the wealth management industry. It highlights the fact that women investors prioritize their goals and aspirations before considering investment options. The author emphasizes the need for financial firms and advisors to adapt to this shift and provide tangible, consultative advice to women clients. The article also emphasizes the importance of building diverse, female-led teams and creating educational resources that empower women and foster confidence and independence. The author concludes by stating that advisors who embrace this change will thrive, while those who cling to outdated models will be left behind. [Extracted from the article]
- Subjects :
- TSUNAMIS
WIDOWS
INVESTORS
REAL estate agents
Subjects
Details
- Language :
- English
- ISSN :
- 07467915
- Volume :
- 54
- Issue :
- 4
- Database :
- Complementary Index
- Journal :
- Financial Planning
- Publication Type :
- Periodical
- Accession number :
- 176981815