Chris Qualls’ Post

Did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/3ToadrU

Did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/49M6ZnB

Did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/3Vic0QX

Did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/49whqvz

Did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/3uKdmJf

Folks, did you know that according to Fidelity research, advisors interacted with women 24%* less than they did with men over the course of a year? As the nation's wealth continues to shift to women, it's more important than ever for financial advisors to close the communication gap with women investors. Discover how Fidelity's three E's can help you build a more inclusive—and successful—firm: https://bit.ly/43EQg3w

Thank you to all involved in coordinating this eye-opening event. It's great to once again witness professional women coming together to educate, advocate, and support each other. A few learnings to consider when financial planning: ⭐ It's never too early to start financial planning ⭐ 56% of the U.S. labor force are women 💪 ⭐ Women outlive men by 5 years on average ⭐ On average, women spend $195,000 more on healthcare costs than men in retirement ⭐ Don't settle for any financial planner; ask for referrals from trusted individuals ⭐ Negotiate with financial planners ⭐ The estimated cost of raising a child to age 17 is $310,605 (Cassidy Ford, CFE this one for you 😂 )

Women who think fund sales is not for them need to think again. That's the message from four senior women who say fund distribution isn't really about selling any more, at least not in the way many would think. A Citywire survey found women made just a fifth of the fund sales workforce. On the eve of International Women's Day, we asked why the numbers are so low, what is being done to change that, and why women should pursue a career in fund distribution. An intriguing possibility is that more women could move across from other roles in asset management to join a distribution team. Speaking very frankly to Selector's William Robins were: 💡 Sarah Aitken, head of distribution EMEA and Asia, Legal & General Investment Management (LGIM); 💡 Jasbir Nizar-Baker, head of business development, Lombard Odier Investment Managers; 💡 Nataline Terry, head of distribution UK & Ireland, T. Rowe Price UK; and 💡 Harriet Steel, head of global clients, Pemberton Asset Management. Read it now 👇 #internationalwomensday2024 #iwd2024 #funddistribution #assetmanagement #citywireselector https://lnkd.in/eEGhXj8K

The financial services industry is undergoing a shift. The next generation of investors will be younger and more diverse, with women taking a more prominent role in building and growing family and personal wealth. Women are underrepresented in the investing world, but this is changing fast. While various cultural and societal reasons are contributors to this, there is also a more simple driver: rising economic might. Click below to see more!

Join us this Friday, April 5th at 12 PM with Robyn Russell & Ivy Jack from the Diverse Investing Collective Register here: https://lnkd.in/eQqgwwsA For too long, the people designing and driving our financial system have looked the same. Only 14% of fund managers are women, and that number hasn't changed in 20 years! People of color are more severely underrepresented in asset management, including those who are Black and Hispanic/Latinx. This interactive conversation will review the evidence of outperformance by diverse teams, and give attendees concrete action steps they can take to diversify the teams managing their assets. It’s time to change the face of finance and put more assets into the hands of women and people of color. #collectiveconversations #impact #empoweringwomen #finance #investing #education #racialwealthgap #diversity #community #whocontrolscapitalmatters #itstimetochangethefaceoffinance #wecanonlydothistogether