Gender parity, Leadership, Women

Women in Wealth: Retaining & Advancing Women Investment Advisors in Wealth Management

Despite efforts to increase the representation and advancement of women investment advisors (IAs), progress has been slow, and challenges persist. However, as women IAs play an increasingly vital role in the success of the wealth management sector, their retention and career development are shaping up to be a gamechanger for firms. VersaFi’s Women in Wealth study offers actionable recommendations to help firms address ongoing challenges, foster more equitable environments, and support women in growing their practices and advancing their careers.

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Related research & reports

Gender parity
Women on Boards: Global Trends in Gender Diversity on Corporate Boards

Research conducted for this report state that companies with women in strong leadership positions generate a return on equity of 10.1% per year vs. 7.4% without. The MSCI uses this business case to make the argument that quotas are necessary to reach the goal of 30% female representation in a timely manner.

Gender parity
Women Matter: Ten years of insights on gender diversity

In 2017, McKinsey & Company surveyed 233 companies in nine Western European countries to measure progress made towards equal gender representation. They found great interest in gender diversity, but lacklustre results. The report notes that bridging the gender gap in Europe could add USD 2 trillion to the GDP by 2025.

Gender parity
Women in the Boardroom - 7th edition

This Deloitte report provides a comprehensive look at both the global efforts made to increase board diversity, and the progress made to date. The research scans 6 continents, over 60 countries, and over 7,000 companies. Findings are divided by region and country, and include industry variations.