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Alternative Assets  + Hedge Funds  + Private Debt  + Private Equity  + Real Assets  + Real Estate  | 
ADISA Conference Insights: The Great Wealth Transfer to Women (VIDEO)

ADISA Conference Insights: The Great Wealth Transfer to Women (VIDEO)

One of the largest shifts of wealth in history is putting women in control of a growing share of America’s investable assets, through inheritance from spouses and parents, business ownership and their own careers. That shift is challenging an industry long built around male clients to rethink how it advises, educates and earns the trust of a new generation of decisionmakers. For the alternative investment space the stakes are especially high.

At the recent ADISA conference in Las Vegas, Connect Money asked the CEO of ADISA, Jade Miller, how the transfer is reshaping financial services, what advisors and sponsors need to understand about the women taking control of this wealth, and how ADISA is helping its members prepare to serve them.

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Inside The Story

ADISA

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.