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Intriguing articles on our blog to learn more about the feminization of wealth.

July 29, 2024
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Salvatore M. Capizzi Warns of 4 Words That Could Potentially Cost You Millions in Assets

Salvatore M. Capizzi, Executive Vice President of Dunham & Associates Investment Council, shares essential strategies for advisors to build stronger connections with both spouses and adapt to the growing "feminization of wealth."

September 6, 2023
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Breaking Barriers: Reimagining How to Attract, Retain Women in Finance

It’s a well-known and widely discussed fact: Women are significantly underrepresented in the financial advisor community. How can we change that? An article by Sandy Mccarthy for PlanAdviser.

May 21, 2024
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The Feminization of Wealth

The great wealth transfer is expected to put $30 trillion into the hands of women by 20301—learn how financial advisors can seize this game-changing opportunity.

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Sources:

https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

https://fred.stlouisfed.org/series/LNS11300002

https://luisazhou.com/blog/women-in-business-statistics/

https://www.ml.com/articles/great-wealth-transfer-impact.html

https://www.goodcapitalinvestmentgroup.com/learn/women-and-wealth

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1 https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

2 Blair Duquesnay, “Women shall inherit the power of the purse, “Financial Advisor, April 11, 2019, fa-mag.com

3 McKinsey PriceMetrix, 2019. PriceMetrix is an integrated data and business intelligence platform for the wealth management industry. This analysis includes US industry surveyed households with $100,000 to $10 million in personal investable assets.

 

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