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Roughly a third of prosperous women say they would solely work with an funding professional they belief, roughly ten proportion points greater than men. Over half say the identical a couple of good personality match . Indeed, roughly half of all female monetary decision makers say they really feel unprepared for his or her financial objectives regardless of having a financial adviser. Compared with males, affluent female financial determination makers are likelier to have an adviser. They are additionally more willing to pay a premium for in-particular person financial recommendation. In fact, based on our research, older prosperous women are twice as doubtless as older prosperous males to favor paying a 1 % or greater fee for an account managed by a financial adviser, versus paying ten basis points for a digital-solely service. As a part of latest McKinsey analysis on prosperous customers, we surveyed over 10,000 affluent investors, practically three,000 of them female monetary determination makers.
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