In partnership with AARP, New York Life Investments spent 2021 engaging with over 3,000 investors on their feelings towards retirement and the activities needed to reach a successful retirement. Our findings show that women feel less optimistic and significantly less prepared for retirement than men.

     

          

Woman and child surfing

Woman Experience Life Differently Than Men

We’ve created a guide designed to help provide some tips and insights that address the concerns and questions your client may have about retirement planning.

Download Guide
Woman Experience Life Differently Than Men


Discover the 5 “C’s” of Connection

Learn about the 5 “C’s” of connection—concern, content, commitment, communication and coaching—and how this can benefit your practice.

Why 67% of Women Change Financial Advisors

Talking with real women about their relationship with money and advisors reveal 6 lessons for success. 

View 6 Lessons

          

          

Proprietary Research

Pink striped stone 3 Min Read
Advisor Advancement Institute Women and Investing AUGUST 16, 2020
W&I Married Breadwinners Insight
Whitepaper on the married breadwinner segment with a personal touch to provide you with real world opportunities to put our insights into practice.
Colleagues working late in modern office 5 MIN READ
Advisor Advancement Institute Women and Investing April 8, 2021
Financial Advising in the New World of Wealth
Gain a better understanding how empathy, personalization and connection are changing the game.
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Advisor Advancement Institute Women and Investing AUGUST 31, 2020
Analytical Report: Winning with Married Breadwinners
This report provides a full view into our research on female married breadwinners
5 MIN READ
July 20, 2020
Married Breadwinner - Paradigm Shift Infographic
A paradigm shift: The rise of women’s earning power.
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Advisor Advancement Institute Women and Investing AUGUST 30, 2020
Analytical Report: Women and Investing
This report provides a full view into our research on female clients.
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September 1, 2020
Women and Investing Infographic
The next generation of investors will be younger and more diverse, with women taking a more prominent role.

          

The Advisor Advancement Institute Team

We have invested in a team of practice specialists that are available to help advisors clients build deeper client relationships and better practices. 

Resources to attract and retain clients

5 MIN READ
Advisor Advancement Institute Women and Investing March 1, 2020
Keeping Pace with the Evolution of Wealth
How women are challenging traditional investing norms and why financial advisors must adapt.
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Advisor Advancement Institute Women and Investing February 26, 2021
5 Qualities of Strong Client Relationships with Women Investors
Women with substantial wealth represent a significant opportunity for financial advisors.
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Advisor Advancement Institute Women and Investing
Growing Your Business With Referrals From Female Clients
Our research shows that female clients are 2.5 times more likely to make a referral than a typical male client. Prioritize referral generation with your female clients.
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Advisor Advancement Institute Women and Investing
Engaging Female Clients
Our research uncovered 4 distinct life stages for your female clients, each with unique needs. We’ve put together some ideas to help you further engage and build relationships with your female clients.
Gerbera flower petal detail 5 MIN READ
Advisor Advancement Institute Women and Investing August 17, 2023
PowerPoint Presentation
New York Life Investments has created a series of turnkey events that you can host to help female clients and prospects increase their financial literacy.
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Advisor Advancement Institute Women and Investing
Financial Literacy Checkpoint for Investors
Test yourself and discover your financial literacy score.
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Advisor Advancement Institute Women and Investing
Financial Literacy Checkpoint for Advisors
Gauge your clients’ level of investment proficiency. This simple set of questions for you and your client can help.
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Advisor Advancement Institute Women and Investing
Five Attributes Women are Looking in an Advisor
Find out which attributes are women looking for when working with an advisor.
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Winning with Female Married Breadwinners

Register today for a webcast replay designed to help advisors better understand this significant, emergent and affluent segment of the investing population.

View the Replay

Insights presented in this report are derived from a 2021 study conducted by NY Life Investments in partnership with RTi Research and AARP. AARP is not affiliated with New York Life Insurance Company or its subsidiaries.