Cassandra Cross, Regional Director, Private Wealth and Client Relationship Manager at Nicola Wealth, was featured in a Wealth Professional article on why advisors tend to read women as more cautious investors. Responding to U.S. research from BlackRock showing that women rank growing their wealth as their top priority, she spoke to how the industry’s historical focus on financial security and life transitions shaped that perception, why preserving and growing wealth are not mutually exclusive, and how underestimating a client’s ambitions can lead to plans that miss what she is trying to achieve.
Read more: WP Asks: Why do advisors think women are more cautious investors? | Wealth Professional
