Meeting Women’s Evolving Financial Planning Needs

August 12, 2026 by Suzanne Ricklin

Women control more wealth today than ever before, and that share is only growing. Cerulli Associates estimates that widowed spouses will inherit $54 trillion during the Great Wealth Transfer, with 95% of that wealth going to women.

Advisors recognize this shift and believe they are prepared to meet women’s evolving financial planning needs. In fact, according to a recent survey from the Nationwide Retirement Institute, 91% of advisors rate themselves as skilled at meeting the specific needs and expectations of women clients.

Read at Advisor Magazine

Originally Posted at Advisor Magazine on Aug 10, 2026 by Suzanne Ricklin.