Wealthy Women
The unique needs and concerns of affluent women investors are presented in a multi-media format in Wealthy Women, a Spectrem Group eZine.
Quantitative analysis by experienced industry professionals probes the nuances in risk tolerance, family situations, advisor selection and relationships which characterize women investors.
How are women different when it comes to investing? Examine, for example
- The level of reliance women place on their advisors
- The different ways women choose to learn about investing
- How a woman’s source of wealth impacts the way she makes financial decisions
- What advisor characteristics most appeal to women
- In what ways women are using mobile technology to supplement their investing knowledge
Key segments of affluent women are analyzed and compared: those with $100 thousand to under $1 million, those with $1 to $5 million, and those with $5 to $25 million of investible assets.
Additionally, this trended study gives you gender-specific intelligence through qualitative research via video interviews which are embedded in the report. Learn why women need a more holistic approach to their finances and their advisor relationships – and how you can tailor your products and programs to meet their expectations. $5,000
