Estimated reading time: 0 minutes, 43 seconds

New Service Aims to Connect Women with FAs

A partnership between HerMoney, and Wealthramp aims to make it easier for women to get financial advice. So reports Forbes.

executive 1293129 640HerMoney is a digital media company and Wealthramp is a FA referral service. The partnership launched on Sept. 15, 2020 and already has 240 new users, as of Oct. 15. Almost all, 98%, of the new users are women.

“The question I am asked most often by women is: ‘Where can I find the right advisor for me?’ It’s often clear that they want me—like they would want a friend—to give them a personalized recommendation, which of course is not always possible,” Jean Chatzky, chief executive of HerMoney.com, said in a press release announcing the collaboration. “Our partnership with Wealthramp, though, paves the way to give them a recommendation that I feel I can stand behind," she said.

Read the full article from Forbes

Read 2499 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.