September 18, 2012 4pm ET
Looking for opportunities to strengthen and grow your relationships with women clients? On a global basis, women currently control more than $20 trillion dollars in investable wealth, and that amount is expected to grow at an annual rate of 8% through 2014. What's more, they own $16.2 trillion of U.S. household assets and are now the sole head of 32% of households, an increase of 18% in the past five years. Yet, financial advisors and other wealth managers may not be sufficiently focused on women's investment needs - which may explain why 70% of all women fire their advisor within a year of becoming widowed.
Pax World's Women & Wealth Initiative was created to help you make women a more important part of your practice. If you believe women represent a critical part of your future success, we invite you to join us for an upcoming webinar on best practices for working with women clients.
Joe Keefe, President & CEO, Pax World Management LLC
Kathleen McQuiggan, Senior Adviser, Gender Diversity Initiatives, Pax World Management LLC
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.