Recently Released!!!
Date Published: March 1, 2023
Summary PowerPoint Deck: 185 Slides
Reference PowerPoint Deck: 726 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the wide range of potential consumer wealth gender target markets and target marketing strategies. This research is part of Tiburon's broader coverage of consumer wealth target markets and its even broader coverage of consumer wealth.

This research defines the key distinct gender target markets, including:

• Men
• Women

This research addresses gender market segment issues, including:

• Women More Likely to Enroll in Workplace Retirement Plans
• Women Save at Higher Rates
• Women Have Smaller Retirement Accounts
• Women Less Likely to Perceive Selves as Extremely Knowledgeable About Trading
• Women More Likely to Rely on Financial Advisors
• Women Invest More Conservatively
• Women Become Primary Decision Makers
• Women Receive Most Inheritances
• Women Change Financial Advisors

This research highlights some consumer wealth gender segment case examples, including:

• &Wealth Partners
• Ellevest
• Sand Hill Advisors

And this research makes several future predictions for consumer wealth gender target markets, including:

• Women's Wealth to Increase
• Specific Offerings for Women to Emerge