ynasty Financial Partners recently surveyed a group of affiliated female financial advisors regarding trends they are seeing with respect to women and wealth.
The results show that female clients are a highly diverse and dynamic group, about which advisors should not make assumptions or rely on outdated stereotypes.
That said, there are some clearly identifiable trends in the advisors’ responses, and so the survey offers some important food for thought for all wealth management professionals — be they male, female or any other gender identity. From the rise of single female head-of-household clients to the demand for more collaborative financial planning, there’s a lot to consider.
See the slideshow for a selection of nine highlights from the survey.