WEBCASTS

Gender Diversification For
Advisors Serving High Net Worth Executives

The financial advisory industry has been largely focused on men who take charge of the home finance, but with a growing number of female high-net-worth breadwinners, businesses have to change the way they approach prospective clients. In this upcoming webcast, FlexShares and ETF Trends will take a look at recent surveys on this targeted segment to outline high-net-worth women's investments and financial goals, along with what they expect from their advisors.

December 4, 2019
11am PST | 2pm EST
1 CE Credit
Already Registered? Click here »

SUMMARY

Topics will include:

  • Insights on high-net-worth female investors
  • Distinguishing traits high-net-worth female investors have compared to male investors
  • Rethink how to win this up-and-coming group of executives

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Laura Gregg

Director of Practice Management and Advisor Research
FlexShares ETFs managed by Northern Trust

Tom Lydon

CEO
ETF Trends

Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.

Important Disclosures

Before investing consider the fund’s investment objectives, risks, charges and expenses. Go to flexshares.com for a prospectus containing this information. Read it carefully.

Foreside Fund Services, LLC, distributor.

All investments involve risk, including possible loss of principal. Funds’ returns may not match returns of their respective indexes. Risks include fluctuation of yield, income, interest rate, non-diversification, asset class and market.