Skip to content
Sonic
AI
Sonic
AI
Home
Discover
Ask Sonic
Projects
Use with Claude or ChatGPT
Show me around
Request source or feature
Power of Women's Wealth 'More Disruptive Than AI,' Says Morgan Stanley's Sherry Paul, Sonic AI
Home
/
Bloomberg Podcasts
/
Power of Women's Wealth 'More Disruptive Than AI,' Says Morgan Stanley's Sherry Paul
Bloomberg Podcasts
Notify me
•
May 12, 2026
•
12:24
Interview
Power of Women's Wealth 'More Disruptive Than AI,' Says Morgan Stanley's Sherry Paul
Sherry Paul
(Senior Portfolio Manager, Morgan Stanley, guest)
Get the full transcript next time Bloomberg Podcasts releases an episode
Summary, key quotes, top claims, and the searchable transcript — emailed automatically. No card needed.
Sign up
Executive Summary
A $30 trillion wealth transfer is underway in the U.S., with women as the primary beneficiaries, a shift the speaker believes will be more disruptive to the economy than AI.
Over 90% of women change financial advisors after the death of a spouse or a divorce if they were not meaningfully included in the financial relationship, highlighting a major risk and opportunity for the wealth management industry.
The future of financial advising is shifting from transactional, performance-based models to relationship-oriented, collaborative guidance that incorporates behavioral finance and life goals.
As women control more wealth and make 70% of consumer purchasing decisions in a consumption-driven economy, they will increasingly shape not only markets but also the political landscape.
Continue your research
Keep pulling the thread on Sherry Paul.
The Great Wealth Transfer to Women
The Evolution of Wealth Management
11
quotes
Transcript
Key Arguments
Analysis
Quotes & Entities
11
Related
Loading transcript...
Processed May 13, 2026
Daily intelligence brief →
yt-dlp + mlx-whisper + Gemini