Women are poised to play an increasingly significant role in wealth ownership as trillions of dollars change hands over the coming decades. In Aspire Magazine, Melissa York explores the opportunities and challenges of the Great Wealth Transfer, including how financial professionals can help clients navigate inheritance, retirement planning, financial confidence and long-term goals.
Women are set to control up to $30 trillion in financial assets by 2030. Yet many feel overwhelmed by investment decisions. This is an opportunity for financial professionals to empower women with personalized guidance and confidence-building strategies.
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The Standard created a new executive role to “harness AI capabilities” for the company and its customers.
“If companies want to look attractive to young employees, The Standard suggests they invest in mentoring Gen Z workers and take steps to ease financial burdens.”