How Financial Advisers Can Better Serve Women (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

16:56, video webcast, recorded on 8 March 2017
Posted on 13 April 2017

Senior Vice President and Executive Director
Brown Brothers Harriman Center for Women & Wealth

This information is accurate as of day of recording.
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Summary

Women control more wealth than ever in the United States, tend to outlive men by about 15 years, and make or contribute to 90% of US philanthropic decisions. And yet there is a major disconnect: Many women are not satisfied with what the wealth management industry is offering them. Adrienne Penta, executive director of the Brown Brothers Harriman Center for Women & Wealth, discusses this problem—explaining what women clients want from their financial advisers and how advisers can better serve this important segment of their clientele.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
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