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The Importance of Women in Succession Planning.
- Source :
- Wealth Management Real Estate; 2024 Special Issue, p49-49, 1p
- Publication Year :
- 2024
-
Abstract
- This article discusses the importance of women in succession planning in the wealth management industry. It highlights the need for more women professionals as the next generation of industry leaders and emphasizes the significance of women leading firms into the future. The article also addresses the coming gender shifts in wealth control, with a focus on the transfer of wealth to women in the near future. It emphasizes the growth of female investors across all age ranges and the need for RIAs to understand and meet the needs of female investors. The article concludes by mentioning the Women's Leadership Alliance, a non-profit organization that helps firm owners attract top female talent and create a positive workplace environment for female RIAs and clients. [Extracted from the article]
Details
- Language :
- English
- Database :
- Complementary Index
- Journal :
- Wealth Management Real Estate
- Publication Type :
- Periodical
- Accession number :
- 176380404