Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 40: Janine Guenther, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

Exploring the Wealth Transfer Trend and Family Involvement in Money Management

Exploring the shift of wealth towards wives as husbands pass away, resulting in more female clients in finance, increased family involvement in wealth management, and younger generations gaining early exposure to professional money management.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner