Women are set be the first beneficiaries of The Great Wealth Transfer passed on from Baby Boomers. Ahead of International Women’s Day on 8 March, the message is the future of wealth is female, and advisers need to pivot to this new reality, or be left behind.
Two-thirds of Baby Boomer assets in the US are held by joint households. But men report they are the primary decision-makers two-thirds of the time, according to Fidelity. In the UK, by age 64, the average gender wealth g...
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