As more women reach senior roles, larger pay and stock awards are broadening their financial influence and creating a wider planning opportunity for wealth managers.
Wealth managers may find more prospective clients as women’s financial influence expands.
Anna Maria Nekoranec, who leads Align Private Capital as its CEO and co-founder, said women should plan for pay and stock awards. “These windfalls need to be planned for,” she said.
Karla D’Alleva Valas, who oversees private wealth management at Fidelity, encouraged women to stay involved in decisions about their finances.
