Wealth Market Reports

Women In Transition: Widows and Divorcees

As women face large transitions in their lifetimes, they are often likely to change their advisory relationships. Becoming a widow or a divorcee places enormous financial and emotional challenges upon women investors and they are likely to seek out advice. How can financial advisors and providers attract these women in transition and ultimately how can they make them customers for life? This report combines quantitative research from mass affluent, millionaire and ultra high net worth widows and divorcees with focus group and one-on-one interviews to provide an in-depth analysis of how to effectively attract and service these individuals. 

 

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Women In Transition: Widows and Divorcees