Barron's Advisor Emily Green: Women, Wealth, and Alternative Investments | Next Gen
Jan 22, 2026
Emily Green, head of wealth management at Ellevest, sheds light on the unique challenges women investors face. She discusses the Great Wealth Transfer, emphasizing the need for advisors to engage with female clients early. Green highlights misconceptions around women and market risk, asserting they often underestimate long-term gains while being cautious of downturns. She also delves into alternative investments and how advisors can better communicate value to clients. Overall, it's a compelling discussion on empowering women in wealth management.
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Women Will Inherit Control First
- The immediate phase of the great wealth transfer will shift control to many women as men die earlier on average.
- Advisors should focus on engaging women now because wives often assume control soon after a spouse's death.
Client Left Over Being Ignored
- A longtime client moved tens of millions after complaining her prior advisor only addressed her husband.
- She switched to Ellevest because the team finally spoke directly to her and acknowledged her authority.
Wealth Gap Is Bigger Than The Wage Gap
- Ellevest reframes the problem as a gender wealth gap that includes wage, investment, and tax issues.
- Getting women invested (not in cash) is the single highest-impact move to close lifetime wealth differences.