The $30 Trillion Handover: Repositioning Capital for the Largest Wealth Transfer on Record
A $30 trillion transfer of wealth is underway, and the majority of it lands with women — through inheritance, survivorship and their own earnings. The advisory industry is not built for it and the products are not positioned for it. This panel looks at where that capital actually goes, and who is ready to receive it.
Jessica Smith
Natasha Burton
Nicole Purvy 