As baby boomers age, women are playing a pivotal role in reshaping the largest wealth transfer in history. With women living longer than men, many are inheriting wealth and becoming key decision-makers for their family finances.

Women are taking a proactive approach to managing wealth, often switching financial advisers and prioritizing long-term goals like healthcare, philanthropy, and legacy planning. This marks a stark shift from earlier generations, when many women were excluded from financial decisions. Today, they control $8 trillion in liquid assets, a figure projected to grow significantly as baby boomers transfer $82 trillion in wealth.

These transitions aren’t always seamless, as women often face family disputes over inheritance. Experts encourage women to engage in financial planning early to ease these challenges. Additionally, women are making a meaningful impact by directing wealth to charitable causes, prioritizing longevity, and redefining how money supports future generations.

This trend reflects women’s growing influence in finance, aligning with the mission of empowering diverse perspectives in the financial industry.

Source: Wall Street Journal

https://www.wsj.com/personal-finance/baby-boomer-wealth-transfer-women-5776d3a5

As 2025 begins, corporate approaches to diversity, equity, and inclusion (DEI) are diverging sharply. Companies like Amazon, Meta, and McDonald’s are scaling back DEI initiatives, citing legal challenges and shifting cultural narratives. These changes send a clear message that inclusivity is no longer a priority, potentially alienating employees, recruits, and customers who value equitable workplaces.

In contrast, Apple is doubling down on its DEI commitments, signaling authenticity and a purpose-driven culture. Research shows such efforts appeal strongly to Gen Z and Millennial talent, who prioritize inclusive environments when choosing employers.

The next few years will reveal how these contrasting strategies impact hiring, retention, and overall success, with Apple betting on inclusivity to attract talent and strengthen its brand.

Source: Forbes

https://www.forbes.com/sites/drnancydoyle/2025/01/14/the-defence-of-dei-apple-versus-amazon/