When you’re entering a mature market with lots of established players, you have to offer something different, something that changes the rules and appeals to an underserved segment of the market.
Contrary to popular opinion women are in charge of their investment portfolios and often feel neglected by wealth management firms, writes Kerry Hannon, a Forbes contributor. These firms are only recently waking up to the opportunity that women investors present. Over the next 30 to 40 years, $30 trillion in assets will pass from boomers to their heirs in the US, according to Accenture. Women will be the primary beneficiaries.
Image: Holly Ruxin, CEO & Founder MontcalmMONTCALM
