The Great Wealth Transfer is on the horizon – is your practice prepared? I had the privilege of joining Jill Malandrino on Nasdaq’s Trade Talks to discuss the evolving landscape of wealth management. The reality is staggering: 70% of women switch financial advisors after losing a spouse. As more women experience major life changes, build their own businesses, and rise as primary breadwinners, it’s crucial that we’re ready to support them. By 2025, women are set to control 2/3 of the nation’s wealth.
#women #money #wealth #WealthTransfer #femalebreadwinners #CFPPro #NextGenLeaders Certified Financial Planner Board of Standards, Inc. (CFP Board)
Ashton Thomas Private Wealth, LLC is not affiliated with Nasdaq or any of its affiliates.
