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.


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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