Are HNW women investors less risk tolerant? Are their goals and needs really that different from their executive male counterparts? Learn both new findings about gender differences in HNW executives and how you can apply the research to adjust your approach and achieve better client outcomes.
Many advisors take gender differences into account when adjusting their financial planning approach to an individual client. Are you jeopardizing your client outcomes because you adjust based on outdated assumptions about gender differences in areas like financial goals, family pressures, risk tolerance, and advisor expectations?
In 2019, FlexShares Exchange Traded Funds, managed by Northern Trust, commissioned a study to learn about gender nuances in the money perspectives of high-net-worth executives who are the primary breadwinners of their households – individuals who contributed at least half of their household's annual income. The results may surprise you.
Speaker:
Laura Gregg
Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, managed by Northern Trust
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