Advisor Insights
Sponsored by Capital Group
Join us for an insightful webinar as shares its research Capital Group revealing a significant opportunity for financial advisors: women. With trillions of dollars in wealth being transferred to women through both spousal and intergenerational transfers, advisors who understand the unique barriers women face — from later entry into investing, to higher financial stress, to difficulty finding the right advisor — will be best positioned to grow their practices.
This session shares actionable insights from Capital Group’s 2025 survey of over 1,500 investors and offers practical steps advisors can take to earn the trust of women investors, strengthen referral networks, and better serve this growing demographic.