The role of women in home finances is changing.
63% of women under the age of 45 are the financial decision-makers in their families, compared to 37% of older, married women.
An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30 trillion opportunity by the end of the decade.
70% of widows switch financial advisors within a year of their partner’s death.
And yet, only 15% to 20% of financial advisors are women.
As a woman-owned business focusing on financial services/insurance, Zeldis is interested in exploring the barriers and challenges women face in the advisory industry and understanding the unique qualities and strengths they may bring to the table.
Watch a video capture of the recent webinar discussing the research findings of this study, and download the presentation deck.
- Sixteen, 60-minute, in-depth video conversations with women financial advisors
- Mix of channel, years of experience, geography, AUM
- Moderated by women researchers at Zeldis with decades of financial services experience.
To learn more about this Zeldis Thought Leadership research study, please contact Amy Rey, Executive Vice President.