The Great Wealth Transfer is set to shift financial power significantly towards women, reshaping expectations around advice, planning and the client-adviser relationship.
About Capital Group
All returns are in US dollars with data up to March 2024
The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. Past results are not a guarantee of future results.
Statements attributed to an individual represent the opinions of that individual as of the date published and may not necessarily reflect the view of Capital Group or its affiliates. This communication is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. While Capital Group uses reasonable efforts to obtain information from third-party sources that it believes to be accurate, this cannot be guaranteed.
