Tap Into $14 Billion in Assets Held by Women in 2023
Jan 12, 2023
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By Debra Taylor, CPA/PFS, JD, CDFA
Women’s wealth grew 180% faster than men’s from 2016–2021. Yet many women are reluctant to invest. A recent report explains why and suggests what advisors can do to attract some of their $14 billion that goes unmanaged annually.