Dalal Salomon Named as one of Forbes 2023 Top Women Wealth Advisors
Recent studies by Wells Fargo and Vanguard show that women tend to have a more disciplined approach to investing. Not only are women more patient and trade less than men—often leading to better risk-adjusted returns—but they are also more risk-averse when it comes to asset allocation.
The seventh annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 1,697 women collectively managing assets of nearly $2.3 trillion. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.
Disclosures: Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Forbes or SHOOK Research in exchange for this ranking.