Advisor Authority

Women Investors

Women are less optimistic than men about the US stock market and the US economy in 2019.

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Women are more reliant on Social Security as their primary source of guaranteed income.

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Stay tuned for more Advisor Authority in 2019.

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The fifth annual Advisor Authority survey explores the investing and advising issues confronting RIAs, fee-based advisors and investors—and the innovative techniques that they need to succeed in today’s complex market. It features a special focus on the most successful advisors and the most affluent investors. This year's study features a series of ongoing reports that will be released through first quarter 2020.

Survey Methodology: The fifth annual Advisor Authority Survey was conducted online within the United States by The Harris Poll on behalf of Nationwide Advisory Solutions from February 15 – March 4, 2019 among 1,021 financial advisors and 824 investors, ages 18+. Among the 1,021 financial advisors, there were 507 Registered Investment Advisors and 514 Broker/Dealers. Among the 824 investors, there were 340 female investors and 484 male investors, and there were 205 Mass Affluent (Household Investable Assets of $100,000 to less than $500,000), 205 Emerging High Net Worth ($500,000 to less than $1 Million), 207 High Net Worth ($1 Million to less than $5 Million) and 207 Ultra High Net Worth ($5 Million or more).  Advisors are weighted where necessary by employment status and active management to bring them in line with previous years’ profile.  Investors are weighted where necessary by age by gender, race/ethnicity, region, education, income, marital status, household size, investable assets and propensity to be online to bring them in line with their actual proportions in the population.

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Fifth Annual

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New Special Report explores women investors: their financial outlook, concerns, strategies and preferences—based on the Fifth Annual Advisor Authority study of nearly 1,600 RIAs, fee-based advisors and individual investors.

Despite their concerns, women are less likely to be prepared for retirement than men.

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56%

Women

71%

Men

VS

INVESTORS WHO HAVE A STRATEGY IN PLACE TO PROTECT THEIR ASSETS AGAINST MARKET RISK:

62%

Women

76%

Men

VS

INVESTORS WHO HAVE A STRATEGY IN PLACE TO PROTECT AGAINST OUTLIVING THEIR SAVINGS:

The preparation gap persists regardless of access to an advisor or affluence.

PROTECT AGAINST MARKET RISK

Women

Men

PROTECT AGAINST OUTLIVING SAVINGS

INVESTORS WITH AN ADVISOR AND A STRATEGY IN PLACE TO:

Women

Men

PROTECT AGAINST MARKET RISK

Women

Men

PROTECT AGAINST OUTLIVING SAVINGS

MORE AFFLUENT INVESTORS WITH STRATEGY IN PLACE TO:

Women

Men

Advisors have an opportunity—and a responsibility—to understand women’s needs and help them establish a holistic plan.