Archived Webinar: Five Things You May Not Know About Women and Wealth

WealthManagerWeb.com hosted a Webinar on June 9 about Women in Wealth, based on the latest information from Wealth Manager’s Top Women in Wealth Survey and other research from Pew, the National Council for Research on Women and Hedge Fund Research (HFR). What we found may surprise you.

Wealth Manager’s Top Women in Wealth survey found that:

• Of the women who participated in the 2010 Top Women in Wealth Survey
• A whopping 82% were principals, owners or partners in their firms
• The majority, 60%, are registered investment advisors
• Of those, 70% are registered with the SEC rather than state registered
• The range in asset and clients is wide: from $13 million to $18.8 billion in assets under management (AUM), and from advising three to 1037 households

And, according to the Pew Research Center study, “Gender and Power:”

On Banker Preference: Although 48% of women and men, “say they have no preference between a male or female banker,” women bankers were preferred among those who do have a preference. In some groups the preference for a woman as their banker was much higher–47% of blacks and Hispanics prefer a woman banker.

Join Michelle Smith, Amy Webber and moderator Kate McBride for a lively discussion and the latest research about women and wealth, in Five Things You May Not Know About Women and Wealth.