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June 2022   


Opportunities for Women in the Advice Industry

The limited female representation in the financial services industry has been well documented. Although the numbers are climbing, just 20 percent of financial professionals in 2019 were women — a modest four percent increase from the 16 percent representation reported by Cerulli Associates in 2017. Our whitepaper discusses a few reasons why women are ideally suited for a career in the advice industry.

Among other topics, you will learn:

  • Why ‘The Great Wealth Transfer’ is putting more women in control of more assets than ever before
  • How the role of the modern-day financial professional is evolving
  • How women can take advantage of the flexibility our industry offers