The wealth management industry seems to have all the markings of being a “natural fit” for women. Women tend to be more nurturing and relationship-driven than their male colleagues. They thrive on their innate abilities to connect and be empathetic — key traits that power their delivery of an exceptional experience to clients.
Yet the age-old question remains: Why aren’t there more women in wealth management?
Equally curious is why — with the tremendous momentum of the adviser movement toward independence — there aren’t more women-led independent firms.