Attracting and retaining female clients requires a different approach
Men are driven by measuring progress
Large-cap companies with at least one woman on the board of directors have outperformed in terms of share price, return on equity and higher valuations
Men more likely to handle the management of investments; women more likely to manage discretionary spending
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs conference in Vancouver.
A new report from Women in Capital Markets and Catalyst calls for more accountability from decision-makers
Women control one-third of all wealth in North America, with this number increasing by 8% annually
A new initiative between KYFA and Golden Girl Finance will help female investors find advisors who share their values
Financial literacy can help women avoid costly credit card behaviors
Partnership will connect female investors with specialized advisors