Capital Group study reveals investment gaps for women amid ongoing “great wealth transfer”
New research shows women invest a significantly smaller portion of their inheritance than men and are more likely to seek guidance from social media, highlighting a critical challenge and opportunity for wealth managers.
As the much-anticipated "Great Wealth Transfer" gains momentum, a new study from asset management giant Capital Group suggests a significant portion of incoming female wealth holders may be unprepared, revealing a pronounced investing gap between genders.
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