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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Elanor Blayney

Women Investors: "There's room for improvement"

Posted by RJ and Makay on Aug 26, 2010

>> Read More RJ & Makay Blog Posts

Recently Boston Women InvestorsConsulting Group conducted a survey that addresses the global wealth of women and the common complaint they share-although women’s cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men.

  • 55% of the women surveyed said there is need for improvement in their relationship with wealth managers, 24% of this group reported a significant need for improvement
  • 72% felt financial companies need a service approach tailored to women, 14% strongly supported this approach