In the News
Women Will Soon Control More Money Than Ever. Is Wall Street Ready?
Women are poised to control an unprecedented share of wealth, underscoring a major shift that the male dominated financial industry must adapt to. A CFP Board study, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power, shows that attracting women clients requires advisors who can tailor solutions, communicate complex topics effectively, foster comfort and listen without judgment.
The Daily UpsideMallika Mitra
December 21, 2025