By the numbers: Women in the advisor channel

By Staff | May 7, 2009 | Last updated on May 7, 2009
1 min read

The traditionally male-dominated financial industry is headed for a female revolution, with statistics suggesting by 2010, 60% of American wealth will likely be controlled by women; and these women prefer to deal with women.

In conjunction with our conference for women financial advisors, “Investing in You,” Tricia Benn and Elizabeth Hall, director and senior research manager of Rogers Business and Professional Publishing Research Group, offer a special presentation — By the Numbers — that looks at what motivates the choices of both women advisors and their clients.

Their research found clients value the way women advisors structure their practices — especially in the current economic climate. And female advisors are finding their services, and specifically enhanced offerings, are important keys to success. Click here to launch the video.

We thank Invesco Trimark for its sponsorship of this year’s Dollars & Sense research.

(05/07/09) staff


The staff of have been covering news for financial advisors since 1998.