The $124 trillion Great Wealth Transfer will see women inherit $52 trillion by 2048, according to Cerulli Associates. Currently, 53% of women’s assets remain unmanaged by professional advisors, compared to 45% for men, representing a $10 trillion market opportunity for wealth managers. Financial industry leaders are urging women to prioritize wealth management and dedicate time to financial planning. The rise of AI and women’s ascent to leadership positions are accelerating this wealth accumulation.
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