Is It Different for Female Financial Advisers? Why the Industry Needs a New Conversation

By the year 2030, women are projected to control $30 trillion in financial assets in the US alone. That is not just a headline. It is a call to action for an industry that, by its own metrics, still struggles to reflect and serve the people who are gaining more power, wealth, and influence by the day.

In her latest article for Journal of Financial Planning, Beyond AUM co-founder Gretchen Halpin discusses how women are reclaiming their power as clients and advisors.