September 17, 2025

Women’s Wealth and the U.S. Economy

In the span of a few decades the financial landscape for women in the U.S. has changed dramatically. As women move from passive participants in financial planning to primary decision makers, traditional wealth management models and financial institutions need to adapt to better serve and engage this growing and influential client base.

Aidentified's Head of Wealth Management and Financial Advisory, Dan Cavanaugh, joins a panel discussion on the Financial Executives Edge podcast to explore this topic and provide analysis around opportunities for engagement.

Listen to the entire discussion at financialexecutivesjournal.com.

Recently published
Insight
How women are reshaping wealth (and why you should be paying attention)
Women are set to inherit 70% of all wealth in the next 25 years. Along with increased earning potential, this wealth shift will reshape America's financial landscape. Learn why advisors can’t afford to overlook this shift and how Aidentified helps you connect with high-potential female prospects at the right moment.
Read more
Insight
Women’s Wealth and the U.S. Economy
For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.
Read more
Insight
The Wealth Network Intelligence Playbook for RIAs
This free, interactive playbook introduces a smarter prospecting approach built for modern financial advisors. Specifically designed for RIAs, it shows you how to use real-time data, network intelligence, and automation to uncover your next best clients—faster and with more confidence.
Read more

Leverage our expertise.

Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.
Request Demo