We’ve spent hundreds of hours working with advisors like you to understand the challenges you face and the dynamics of your
practice. We’ve paired those insights with our expertise and research to show how we’re invested in your business.
With you in mind, we’ve built a robust suite of content and tools, covering existing and emerging trends and a wide
range of timely topics that will affect your business.
Determine if you have any potential risks to your practice by answering a series of questions about your current client relationshipsDownload questionnaire
Lesson 1: Breaking unconscious exclusion
40% of women believe advisors treat women differently than men.
Lesson 2: Rethinking roles
30% of women feel advisors are less likely to listen to investing ideas from a woman.
Lesson 3: Rescuing relationships
Nearly 1 in every 4 women feel their advisor only somewhat understands their unique investment needs.
Lesson 4: Education is a passport
44% of women are not confident in their knowledge of the market.
Lesson 5: Operating on her terms
83% of women consider it very important that an advisor meet on their terms.
Lesson 6: Results with relationships
53% of women say it’s extremely important for an advisor to take ownership of his or her actions.
Masterclass: building the ideal relationship with women clientsCE Credit: Register for the replay today
Get a better understanding of sustainable investing with the Candriam Academy accredited training platformAccess training
See the insights from our research findings including:
1. The rise of the "value-driven" investor
2. Advisor recommendations drive ESG investor interest
3. Environmental factors rate highest among investors
You can’t shake hands with an algorithm or have a conversation with an email blast. At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. It is a deep belief in the value of advice and guidance. An appreciation for the special bond between an advisor and a client. While trends come and go, we’ve seen that when guidance, advice, and partnership converge—something truly special happens.