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- “Women Will Get Most of the $124 Trillion ‘Great Wealth Transfer,’ Studies Show. Here’s Why.” CNBC, March 12, 2025.
- “Fidelity® Study Finds the Great Wealth Transfer Leaves Families Poised to Build Stronger Financial Futures — If They Talk.” Fidelity Investments, Nov. 13, 2025.
- “2024 Women and Investing Study.” Fidelity Investments, July 2024.
- “Cerulli: Women To Receive Much of Wealth Expected To Change Hands Through 2048.” Wealth Solutions Report, Jan. 23, 2025.
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