Bloomberg Podcasts · Power of Women's Wealth 'More Disruptive Than AI,' Says Morgan Stanley's Sherry Paul

1. 1. Sherry Paul emphasizes relationship-oriented financial planning for women, focusing on "return on impact" and influence.
2. 2. Over 90% of women change financial advisors after divorce or the death of a spouse.
3. 3. Women excel at goal-based investing, prioritizing tangible life outcomes over speculative trading or gambling.
4. 4. Millennials are redefining money relationships, favoring openness, transparency, and collaborative financial models.
5. 5. Women's growing wealth and purchasing power could be more disruptive than AI, reshaping the U.S. economy.