Key Takeaways from Fidelity Institutional Insights, “Closing the Gender Gap: Why Financial Advisors Need a Fresh Approach with Women Investors” include:
- Strengthening relationships with women is integral to the growth and long[1]term sustainability of wealth management firms as more of the nation’s wealth shifts to women.
- Fidelity’s latest survey of investors uncovered meaningful gaps between how women and men feel about both their financial lives and their financial advisors— with women reporting less satisfaction and knowledge.
- Gender disparities in advisor communication likely play a significant role in how women feel.
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