What It Means to Serve Women Clients

What It Means to Serve Women Clients

Women investors aren’t a monolith, but there are meaningful ways advisors can cater to them. That’s because women stand to inherit trillions of dollars over the next two decades with about $54 trillion getting passed down to widowed spouses, the vast majority of whom are women, according to Cerulli. Yet four in five widowed women will leave their advisor within a year of their husband’s death, and nearly half have reported feeling patronized by …