The trends are clear: Women are increasingly exerting influence in the world of investing.

With increasing levels of education, steady advancements in the workforce, and rising income levels, women investors represent a significant opportunity for financial advisors. According to several reports, women are poised to inherit a sizable portion of the $73 trillion¹ that is expected to be passed from aging male baby boomers to their spouses and heirs over the next 25 years, known as “The Great Wealth Transfer.”

In “A New Age of Investing — Where Women are Rising,” we explore the increasing influence of women in the wealth management industry and offer strategies to better connect with more women investors.

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