Women and Wealth: How Advisers Can Help Caregivers
One of life’s most challenging circumstances is caring for a loved one. Here’s how advisers can help female clients who are thrust into the role.
May 12, 2021
To Attract Female Clients, Advisers Must be Attuned to Caregiver Role
As advisers look to grow their practice over the next decade, much will depend on their ability to attract female investors – a demographic that is poised to inherit $30 trillion in assets by 2030 and grow the wealth pool by another $5 trillion each year. But it will take more than marginal changes to support this important demographic.
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