Adviser track record essential for HNW women: Professional Planner

Published 25 March 2024

Half of high net worth (HNW) women listed a “range of different investment options” as a top priority when engaging with a financial adviser compared to 34 per cent of men, according to research from JBWere. 

The study, conducted in partnership with CoreData, found women also strongly consider the adviser’s track record, transparency and communication skills. 

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