Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
During Women’s History Month, it’s more than history that matters. Financial advisors should also focus on the increasing share of wealth owned by women now and in the future. Women owners of wealth often face different situations from their male counterparts and advisory firms must structure services that address those needs. This week, Mercer announced a program designed specifically for women clients.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.