Rethinking Financial Advice in the Age of Female Wealth
As women are set to control $34 trillion in U.S. wealth by 2030, the financial advice industry stands at a crossroads. This article explores how firms can better engage female investors through personalized advice, deeper relationship-building, and the strategic use of technology. It examines the evolving priorities of women in wealth management, the impact of life transitions on financial planning, and how digital tools can help scale meaningful client engagement. For advisors and firms looking to stay competitive, understanding and addressing the unique needs of female clients is no longer optional—it\'s essential.