How we work together:
Align values and human touch to financial advice
Self-serve
Digital
Balance personal guidance and digital
Personal guidance
Preferred source of advice
5%
27%
41%
27%
68%
want a personal relationship and guidance
Women are increasingly taking control of their financial futures
When working with an advisor,
women's confidence increases
by 13 percentage points
84%
85%
Yet report lower confidence than men
71%
85%
93%
feel advisor alignment with their values and goals is a priority.2