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.