 If clients are increasingly going to be women decision makers because of the huge transfer of wealth, it behooves firms to have advisers who understand the issues they face."Jennifer Openshaw, executive director, Financial Women's Association. |
Advisers find new ways to attract increasingly wealthy population — women
Liz Skinner | InvestmentNews, January 2015
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Summary; The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority.
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