WOMEN OF WEALTH.
Our team is widely recognized as thought leaders in the wealth management industry
Breadwinners Women of Wealth Study: What Do Women Lawyers Want?
Hemington published the largest ever study about Breadwinner Women Lawyers. Download the full Study via the Read More link below.
Expanding upon our deep expertise in serving Breadwinner Women and three prior studies about Women of Wealth, we are thrilled to share our newest publication: “What Do Breadwinner Women Lawyers Want?” by Eileen O’Connor, MBA, CFP® and Jen Dawson, CFP®.
Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?
Eileen O’Connor is an author, speaker and researcher on women’s financial wants and needs and has been quoted in hundreds of publications including the Wall Street Journal, Barron’s, Forbes, REAL SIMPLE, Private Wealth Magazine and many others on the topic. Her most recent study, completed in connection with the Family Wealth Advisor Council: Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them? is the most comprehensive study ever undertaken on affluent women. More than 550 successful women from 44 states weighted in on money, what they seek from a financial advisory relationship and the critical issues they now face and anticipate for the future.
The study reveals that women must be understood individually for their unique money journey and that different financial demands will come with different stages of their lives. Transitions through career changes, divorce, losing a spouse, entering retirement, or balancing the demands of raising children and aging parents impact their financial lives in distinctly different ways. As a result, women want an authentic advisory relationship where they are heard, treated with respect, and educated about personal finance so that they can become their own best advocate. The often cited study is helping change the way the financial services marketplace views women as clients.
Download Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them? (4.2MB PDF)
Women of Wealth: What Do Breadwinner Women Want?
The second of a series of studies led by Eileen O’Connor, Harvard MBA and CEO of Hemington Wealth Management and in conjunction with the Family Wealth Advisors Council, Women of Wealth: What Do Breadwinner Women Want? is a groundbreaking study of more than 1,000 ‘breadwinners’ that offers insight into what today’s working woman is looking for in a financial advisory relationship. The study has been cited thousands of times in the past two years as Eileen continues to strive to raise the bar for women investors everywhere.
Download Women of Wealth: What Do Breadwinner Women Want? (4.7MB PDF)
