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Dynasty Unveils "Trailblazer Series" For Women's History Month

The program comes at a time when there is still a need to bring more women into the private banking, wealth management and advisory space, and cater to a rising cohort of HNW female clients.
Dynasty Financial Partners, the US wealth management group, has unveiled a “trailblazer series” to celebrate women in its network and cluster of firms. March is Women’s History Month.
The Dynasty Women’s Network Trailblazer Series focuses on women’s individual voices and visions; it also provides business and management education, mentoring, and networking.
The program comes at a time when the need to bring more women into the private banking, wealth management and advisory space – and cater to a rising cohort of HNW female clients – continues to be a major sector theme. This news service has been exploring women's relationship with wealth for years. See this research report back in 2017, for example. (In that report, it was found that many firms pay little heed to gender in their client strategies, but approaching two-thirds of participants think wealth managers should certainly take gender into account. Indeed, 34 per cent saw it as being of the utmost importance to an intelligent segmentation strategy. In this context, it was telling that 62 per cent of wealth management professionals believe that the industry does not cater well to the specific wants and needs of female clients, and just one in 10 sees women as very well served at present.)
During March, Dynasty will use social media to highlight several female advisors in its network to draw attention to the challenges, as well as the opportunities, for women in the wealth management space. Through their stories, these ‘Trailblazers’ hope to ignite female participation in the industry.
This news service has launched its latest Wealth For Good Awards. For more details about this awards program, click on this link to find information on the judges, categories and sponsors.