How Values, Trust, and Representation Are Shaping the Future of Advice

Women now control more than $10 trillion in household financial assets—and that number is only growing.¹ As wealth shifts across generations, women are playing a more powerful role in financial decision-making, yet many still feel underserved by traditional models of advice.

For forward-thinking financial advisors, this moment isn’t just a demographic trend; it’s a strategic growth opportunity.

In our whitepaper, you'll discover:

• Why aligning with women’s values leads to deeper trust and stronger loyalty
• How women investors are changing the expectations for financial advice
• The business case for representation—and how to attract and support women advisors within your business
• Practical steps to better engage women clients and expand multigenerational relationships

Access your copy to tap into this momentum and grow your business.

¹Morgan Stanley. “Talk to Clients’ Families About Charitable Giving Ahead of the Great Wealth Transfer.” Morgan Stanley Investment Management, April 1, 2025. https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/charitable-giving-ahead-of-the-great-wealth-transfer.html