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Female Clients: Opportunity or Risk?

Samantha Allen

With women on pace to take control of more wealth in the coming years, female clients represent a major opportunity for financial advisors who make a concerted effort to engage with them. This could be bad news for advisors, both male and female, who don’t understand how to communicate with women clients. This was the theme at Fidelity Investments’ Growth Strategies Forum: Engaging Women Clients, conference on Wednesday.

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