Just 37% of female investors have high levels of financial confidence
This is compared with 52% of men
This is compared with 52% of men
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
Women are an ‘underserved and untapped segment’ in the wealth management industry
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
To empower female clients across Asia with their individual wealth management journeys
Education around retirement pots ‘needs to be improved’
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’
There is a ‘big opportunity to rethink’ how the sector approaches inclusion
There is a need ‘to evolve and cater to this growing demographic uniquely’
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
Some feel this is caused by ageism and gender discrimination