Advent Software sees wealth transfer to women reshaping wealth management priorities

• Wealth managers should strengthen relationships with women before wealth transfers occur to improve their prospects of retaining assets across generations.
• Cerulli estimates about $54 trillion will first pass to surviving spouses, with women expected to receive more than 95%.
• McKinsey forecasts women-controlled assets will nearly double to $34 trillion by 2030, representing about 38% of total U.S. assets.
• Recommended strategies include involving women in financial decisions, linking investment advice to personal goals and expanding planning beyond portfolio management.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Advent Software Inc. published the original content used to generate this news brief on November 11, 2026, and is solely responsible for the information contained therein.