00:01:05
Unaccredited
Engaging and Empowering Women Through Financial Planning
- 13 mins 59 secs
Carey Shuffman, Executive Director and Head of The Women's Segment at UBS, discusses the research done by UBS over several years, looking at how involved women are in their financial planning, the importance of involvement, how women can take greater control of their financial planning, and ways Advisors can help.
Channel:
RIA TV
People:
Carey Shuffman
Companies: UBS
Topics: Women in Finance, Women, Financial Planning, Wealth Management, Advisor Insights,
Companies: UBS
Topics: Women in Finance, Women, Financial Planning, Wealth Management, Advisor Insights,
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Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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