Bloomberg Businessweek Why Women May Control the Next Generation of Finance
6 snips
Oct 1, 2025 Discover how women are poised to control a significant portion of investable wealth by 2030, creating a major shift in the finance landscape. Experts emphasize the importance of adapting to purpose-driven investing trends and the rising demand for personalized financial advice. With a global appetite for impact investment growing, particularly in Europe and Asia, the podcast delves into the opportunities and challenges for wealth managers. Additionally, it highlights the urgent need for diversity in advisory roles and the recruitment of new talent in the industry.
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Wealth Transition, Not Simple Transfer
- The wealth change is a complex, vertical wealth transition as women live longer and inherit earlier than expected.
- April Rudin says this reshapes timing and recipients, with Gen X receiving more than analysts assumed.
Purpose-Driven Investing Rises
- Women prioritize purpose and measurable impact in investing and philanthropy more than prior generations.
- Nick Rice highlights that younger female clients seek both impact and financial returns from purpose-driven strategies.
Sustainability Is A Global Priority
- Global trends show sustainability and impact investing remain strong outside the U.S., especially in Europe and Asia.
- April Rudin notes firms worldwide adapt branding and office design to signal sustainability commitments.
