WOMEN ARE NOT SATISFIED with the current wealth advisory model. Women clearly know what they want. Women want financial advice based on life pictures, not just products.
While many wealth management firms acknowledge that women investors comprise a growing portion of their market, few seem to have adequately changed their advisory model to meet women’s needs.
Accenture research points to the key preferences of female investors. In order to create compelling value propositions that resonate with women of all types, wealth managers need to better understand their investment goals, communication preferences, decision-making model—and a host of other things.
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