“With a third of the world’s wealth under their control, women have become a sizable economic force. They are increasing their wealth faster than before—adding $5 trillion to the wealth pool globally every year—and outpacing the growth of the wealth market overall.“
“Nearly half of American women are the primary breadwinners in their household, an almost four-fold increase since 1960.“
Catalina Leadership helps financial services organizations implement strategies focused on investing in women. Catalina was founded by Kathleen McQuiggan. Kathleen brings the knowledge gained in over 30 years of sales experience in the financial services industry, and her own personal journey to find a financial advisor.
Catalina Leadership provides consulting services, public speaking and leadership training workshops to financial services firms interested in helping their employees better engage women clients.
“Two-thirds (67%) of women report they are now investing savings they have outside of retirement accounts and emergency funds in the stock market, which represents a 50% increase from the 2018 study done by Fidelity Investments.“
“Female clients are almost twice as likely as their male counterparts to say it is important that the companies they invest in integrate ESG factors into their policies and decisions.“