BlackRock Finds Advice Gap Among Affluent Women Represents Opportunity for Advisor Growth and Retention
Business Wire•06/10/2026•08:00 ET
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Key Highlights
- ➤Nearly 40% of affluent women remain unadvised, creating significant advisor acquisition opportunity
- ➤45% of women with $10 million or more remain without a financial advisor
- ➤35% plan to switch advisors within two years over unmet coordinated-advice needs
- ➤Over 25% plan to switch advisors within two years over unmet tax-related needs
- ➤Nearly 60% of advisors cite earlier engagement before wealth transitions as their largest relationship-building gap
Expert Statements
Jaime Magyera, Head of BlackRock’s U.S. Wealth and Retirement Businesses
“The research underscores a broader shift reshaping the future of wealth”
Jaime Magyera, Head of BlackRock’s U.S. Wealth and Retirement Businesses
“Women are not a niche segment of investors but a leading indicator of where investor expectations are headed.”
Jaime Magyera, Head of BlackRock’s U.S. Wealth and Retirement Businesses
“The same priorities women are expressing today – strong investment outcomes, tax-smart strategies and expert advice that connects the different dimensions of their financial lives – reflect what all investors will expect tomorrow.”
Jaime Magyera, Head of BlackRock’s U.S. Wealth and Retirement Businesses
“Advisors who understand and deliver on these expectations may not only be better positioned to serve the fastest-growing segments of wealth creators, but to prepare their businesses for the future of advice itself.”
BlackRock Finds Advice Gap Among Affluent Women Represents Opportunity for Advisor Growth and Retention
* New Future of Wealth research finds nearly 40% of affluent women remain unadvised.
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