Serving women investors was once considered a boutique business. Today, it is imperative for success.
Based on the findings of the 2011 Sullivan Trust Study, the guidebook reveals that women now yield unprecedented economic and financial clout—making up nearly two-thirds of the U.S. work force and frequently out-earning their spouses. Yet many advisors overlook their potential, still speaking to them primarily through their partners or husbands, if at all.
How can you compete for this growing market and serve your own women clients more effectively? Women Are Not a 'Niche' Market offers strategies that you can put to work in your own practice, including:
BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.
Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.