Every week, we collect thought-provoking articles from around the web pertinent to women advisors.
We just finished our Vancouver edition of Investing in You, and by all accounts it was a smash hit! Highlights included a mother-daughter presentation on succession of wealth by Wellington West advisors Nancy Shewfelt and Caroline Hanna, and an impassioned plea from Halifax advisor Stephanie Holmes-Winton for advisors to ask clients about debt. Read all about the day here.
A BMO study finds the financial industry is not doing a good job of serving and educating women clients. “Only 33 per cent of women claim they are knowledgeable about investing compared to 47 per cent of men, and 23 per cent of women admit they don’t know what’s in their investment portfolio compared to only 11 per cent of men,” the article says. It goes on to explain women clients see retirement as a life event, not a financial one.