The Changing Faces of Wealth: Dimensions & Insights™ program was created to help financial professionals continue to develop meaningful connections and initiate important conversations with the evolving dimensions of investors.

In this introductory presentation, we start with six diverse segments of the changing client population: Women Over 50, Latino and Hispanic, Asian American & Pacific Islanders, Black & African Americans, LGBTQ+ and Millennials. Compelling research is shared on each of these dimensions to help open a dialog with current and prospective investors to plan for the future.