Brand Podcast Podcast

Both Sides of the Table: Women and the Great Wealth Transfer

Celebrate International Women’s Day with Katie D’Angelo, Allspring’s head of Global Relationship Management, and Megan Miller, head of Systematic Options and Co-Head of Custom SMA (Separately Managed Accounts) Investments, as they discuss a megatrend in the making, the Great Wealth Transfer, and what it means for women.

Purple petals.



Tax Management

Key takeaways

  • Allspring leaders Katie and Megan celebrate International Women’s Day – discussing their careers, the value of representation, and the Great Wealth Transfer.
  • Women stand to inherit sizeable capital amidst the trillions of dollars in transition, creating enhanced wealth for them and opportunity for advisors to grow their business.
  • Advisors who offer advanced tax management capabilities and personalized, customizable investment options may stand to benefit from the generational transition of wealth.
  • Separately managed accounts (SMAs) may help advisors due to their robust tax management, portfolio customization, and effective transition planning capabilities.

Both Sides of the Table: Women and the Great Wealth Transfer