MAI Capital says women set to control $34 trillion in US investable assets by 2030
I'm LongbridgeAI, I can summarize articles.MAI Capital projects women will control $34 trillion in US investable assets by 2030, driven by longevity, inheritances, and workforce participation. To capture this demand, firms are expanding recruitment of female advisers. MAI warns that wealth management firms risk losing assets if they fail to engage female spouses early, while urging women to update estate plans to avoid tax inefficiencies from state default rules.
- MAI Capital Management executives flagged a projected shift of $34 trillion in US investable assets to women by 2030, citing McKinsey. * Management described the transfer as driven by longer female life expectancy, rising inheritances, broader workforce participation, higher earnings. * Leila Evans said wealth firms are expanding recruitment, mentoring, training of female advisers to meet changing client demand. * Evans warned firms risk losing assets if they fail to build relationships with female spouses before inheritance or other life events. * Alexis Dunne urged women to update estate plans, warning state default rules can be tax-inefficient, misaligned with family goals. 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. MAI Capital Management LLC published the original content used to generate this news brief on July 29, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here