financial services industry

Now Is the Moment for Women Advisors and ESG Investing

The Forthcoming $30 Trillion Wealth Transfer to Women
Article

by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network 

An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.

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