Why you shouldn’t make assumptions about your female clients
Your role is to help equip them to make appropriate financial decisions
Wealth managers must seek new ways to build their business in light of slowing growth in financial wealth around the world
The province is calling on private sector businesses to establish a 30% target for women representation on their boards in wake of new Catalyst Canada report
When dealing with couples, make sure both partners are equal participants
With women’s wealth becoming ever more prominent, you need to ensure you take the right approach to gain and retain their business
Serving the financial needs of women entering, or already in, their senior years will become a major source of business as well as a compliance challenge for advisors
As advisors become more and more aware of the importance of serving women clients, they need to ensure they avoid making some common mistakes
New CSA study finds that very few issuers have adopted policies aimed at having women on their boards or in executive ranks
Many issues need to improve the level and detail of disclosure that’s necessary to adhere to new requirements