Women’s longevity and leaving a legacy Episode 28
Episode Summary
Women represent the next wave of growth in U.S. wealth management. Ryan Bertrand, vice president and managing director of advanced markets for Transamerica, joins Mary Beth on this episode to discuss how the financial services industry can adapt and better serve female investors.
Episode Notes
Women represent the next wave of growth in U.S. wealth management. By 2030, American women are expected to control $30 trillion in financial assets. 1 As they earn more, inherit money from their parents and spouses, receive divorce settlements and pursue other investments, they will need to tailor their financial strategies. Ryan Bertrand, vice president and managing director of advanced markets for Transamerica, joins Mary Beth to discuss how the financial services industry can adapt and better serve female investors.
1. McKinsey & Company, “Women as the Next Wave of Growth in US Wealth Management,” July 2020
Guest Bio:
Ryan Bertrand, vice president and managing director of advanced markets for Transamerica, has decades of experience in estate planning, financial planning, taxes, retirement planning and charitable giving. He is at the forefront of helping his team of professionals transform their client service models in ways that will help acquire, retain, and serve women as long-term investors.
This season is brought to you by Transamerica.
For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing
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