A New Age of Investing – Where Women are Rising
  • Whitepaper

A New Age of Investing – Where Women are Rising

Discover how you can position your financial practice to appeal to the expanding audience of women investors.

The trends are clear: Women are becoming a force in the investing landscape.

Backed by rising education levels, steady progress in the workforce, and increasing income levels, women investors have become a growth opportunity for financial advisors. Many reports also indicate that women are poised to inherit a sizable portion of the $73 trillion1 expected to pass from aging male baby boomers to their spouses and heirs over the next 25 years during “The Great Wealth Transfer.”

In A New Age of Investing - Where Women are Rising, we'll give you a look at why women are becoming a more prominent factor in financial planning and how you can develop your own strategies to connect with more women investors.

1Steverman, B. (2022). Tax-free inheritances fuel America’s new $73 trillion gilded age. Bloomberg.

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