Sources:

Home Page:

1 The Center for Women in Financial Services | The American College of Financial Services. (n.d.). https://womenscenter.theamericancollege.edu/sites/womenscenter/files/IN-Diversity-and-Inclusion.pdf

2 Belt, M. (2023, November 28). Empowering Change: Carson Group’s 2023 report on women in wealth management reveals industry challenges and opportunities – Carson Group. Carson Group. https://www.carsongroup.com/insights/blog/empowering-change-carson-groups-2023-report-on-women-in-wealth-management-reveals-industry-challenges-and-opportunities/

3 Greenberg, G. (2023, November 6). Behind the business case for more women advisors. InvestmentNews. https://www.investmentnews.com/women-advisor-community/features/behind-the-business-case-for-more-female-advisors-245295

4 Women in Wealth Report 2022 – Carson Group. (2023, July 13). Carson Group. https://www.carsongroup.com/women-in-wealth-report-2022/

5 2017 Annual Report – NWBC. (2017, December 31). https://www.nwbc.gov/2017/12/31/2017-annual-report-accelerating-the-future-of-women-entrepreneurs-the-power-of-the-ecosystem/

6 Baghai, P., Howard, O., Prakash, L., & Zucker, J. (2020, July 29). Women as the next wave of growth in US wealth management. McKinsey & Company. https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

7 Wells Fargo: Younger women are increasingly earning the title of “Breadwinner.” (n.d.). https://newsroom.wf.com/English/news-releases/news-release-details/2021/Wells-Fargo-Younger-Women-Are-Increasingly-Earning-the-Title-of-Breadwinner/default.aspx

8 Grossbard, J. (2023, March 11). Marketing to Women Could Be a Business Owner’s Best Decision. Kiplinger.com. https://www.kiplinger.com/business/marketing-to-women-good-for-business#:~:text=In%20the%20U.S.%2C%20women%20account,of%20PCs%20and%2065%25%20of))%20.

Wealth Management Consulting Page:

1 Graham, C. (2022, March 21). Four considerations for women going through a wealth transfer. Financial Insights for Individuals and Businesses; UMB Bank. https://blog.umb.com/personal-banking-perspective-considerations-for-women-going-through-a-wealth-transfer/

2 Women Money Power Study* from Allianz Life Insurance Company of North America. (n.d.). Allianz Life.

3, 4 Baghai, P., Howard, O., Prakash, L., & Zucker, J. (2020, July 29). Women as the next wave of growth in US wealth management. Mckinsey.com; McKinsey & Company. https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

4 Demasters, K. (2023, October 6). Will More Female Clients Mean More Female Advisors? Financial Advisor. https://www.fa-mag.com/news/will-more-female-clients-mean-more-female-advisors-74932.html#:~:text=According%20to%20Zippia%2C%20a%20jobs,the%20population%20at%20about%2051%25. 

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