American women represent an economic powerhouse. They control two-thirds of household spending—and 70% of intergenerational wealth transfer over the next 40 years. But how well are they being served by advisors?
Women: Investing With A Purpose reveals a wide gap between what female clients need from advisors—and what they're actually getting. It portrays a demographic too large, diverse and important ever to be called a niche, yet frequently sharing a serious disconnect between future needs and current investment strategies. The report addresses such issues as: