HSBC event shares financial fluency insights for women
Updated
Updated · ms.now · May 2
HSBC event shares financial fluency insights for women
3 articles · Updated · ms.now · May 2
In Los Angeles, Mika Brzezinski, HSBC USA executive Racquel Oden and Monica Lewinsky highlighted research showing women may control $113 trillion by 2030, yet fewer than one in three feel prepared.
HSBC's latest survey of more than 2,000 people found 43% of women plan financially for others, nearly 60% are primary caregivers, and only 29% feel ready for ageing-related costs.
Speakers said fluency means knowing what to do and when, not just understanding money, while Oden said Gen Z and Millennial women reported confidence levels near 65%.
Is women's 'confidence gap' a myth hiding a financial industry that fails to serve them?
As AI guides the next generation of female investors, what unforeseen risks are being created?
The $113 Trillion Wealth Shift: Addressing the Financial Fluency Gap in Women’s Financial Futures
Overview
In early 2026, HSBC spotlighted the critical financial fluency gap women face—the disconnect between knowing financial concepts and confidently applying them through complex life stages like caregiving and retirement. Despite women poised to control nearly half of global wealth by 2030, fewer than one-third feel prepared for aging-related costs, partly due to outdated financial advice that overlooks their unique, interdependent lives. HSBC is addressing this with a hybrid advisory model combining AI and human expertise, alongside life-stage tools tailored to women’s evolving needs. This shift is vital as women’s growing wealth and values-driven investing are transforming markets and demanding a more inclusive, adaptive financial industry.