White Papers Resources from industry thought leaders
Opportunities for Women in the Advice Industry
May 08, 2023 | Cambridge Investment Research, Inc.
Prepare for a Demographic Shift in Wealth Management
Recent statistics indicate women remain significantly underrepresented in the financial services industry. However, growth and diversity are on the rise. Representation of women has increased from 20 percent in 2019, to 28 percent in 2022.1
There’s still a long way to go. It’s important to continue to address this issue to ensure equal opportunities for everyone to succeed as a financial advisor. Our whitepaper discusses several compelling reasons women are ideally suited for a career in the advice industry.
Among other topics, you will learn:
- How the role of the modern-day financial advisor is evolving
- How women can take advantage of the flexibility a career in the advice industry offers
- Why ‘The Great Wealth Transfer’ is putting women in control of more assets than ever, and how that can benefit you and your business
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