Women, Wealth and Families: New Research Reveals What Advisors Need To Know – OppenheimerFunds – 5.6.19

Summary:

Now On Demand.

As part of their 2019 U.S. Generations Project, OppenheimerFunds conducted deep research into the investing minds of high-net-worth women. Findings reveal important trends critical for advisors to be aware of to further strengthen their relationships with current clients and attract new ones. Join us for this in-depth discussion that will cover key insights on wealthy women including:

  • The role they play in financial decision-making
  • Their investing preferences and habits
  • How they handle money conflicts
  • Shifting services to meet current trends in client demands


Sponsors of this webcast may contact registrants.

Speakers:
Christina Boris
Vice President, Client Research Director
OppenheimerFunds

Christina Boris founded and oversees the client research department at OppenheimerFunds. Boris is responsible for researching asset management industry trends and publishing findings for the ultimate purpose of arming financial advisors with critical information to help them run their practices more efficiently and effectively. Current studies include advisor sentiment about wealth transfer, next generation financial advisory practices, the shifting generational needs of high-net-worth families and institutional portfolio construction practices. After starting her career in marketing research in 2001, she became hooked on the dynamics of public opinion research. She is the architect of The Generations Project research and looks forward to the opportunity to talk with you further about it.

Overview:
Title: Women, Wealth and Families: New Research
Date: Monday, May 6, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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