The Race to Engage Women in Financial Planning




ABA Banking Journal Podcast show

Summary: The wealth management business is in a race —not just a technology race, but a race to engage today’s diverse asset management customers. Gunjan Kedia explains what U.S. Bank is doing to better serve women in the marketplace amid sweeping demographic changes. With $21 trillion currently managed by women, “I’m challenging our industry to be ready for them,” she says. Kedia also discusses the convergence of four traditional models of wealth management and U.S. Bank’s “smart DIY” approach to w