The real reasons why women invest less than men

“Not only are women expected to control much of baby boomer assets in coming years, but more and more studies have noted how women are also playing a larger role in household financial decisions and becoming family breadwinners. Yet, even as more women gain wealth, common stereotypes still loom large. In our latest research, we focused on nailing down what's behind these conceptions of women investors and, in the process, identified potential ways that financial professionals can better serve female clients.”

As women gain wealth, advisers must prepare to adequately serve them (Sarah Newcombe, Samantha Lamas)

The client experience

Clients look to their advisers during uncertain times (Carl Lamb)

Should investors fear rising public debt? (The Evidence-Based Investor)

How can couples best manage their finances? (Cristina Lourosa-Ricardo)

The advisory profession

What do psychology and financial planning have in common? (Matt Reiner)

Study finds that digital services pose no threat to human advisers (Michael Thrasher)

Finding one’s voice as a woman in financial services (Emma Napier)

Work and business

Lifelong learning is the key to an enriched life and career (Kate Healy)

How leaders can be supportive in emotional conversations (Sarah Noll Wilson)

How could disruption affect your business? (Brett Davidson)

Adviser marketing

How finding a niche can help your firm to stand out from the competition (Kristen Luke)

Marketing needs to begin from within (Tony Vidler)

Give your website the attention it deserves (Roderic Rennison)

VIDEO MARKETING FOR ADVISERS

Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?

For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.

If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.

Interested? Email Sam Willet, who will be happy to help you.

© Adviser 2.0 MMXXI