The trillion-dollar gamble: Why women are leaving their financial advisors
Summary by rfi.global
1 Articles
1 Articles
The trillion-dollar gamble: Why women are leaving their financial advisors
A quiet but powerful shift is happening in wealth management. And if advisory firms don’t pay attention, it could cost them billions. I’m talking about women—specifically, women who inherit wealth after their spouses pass away. These women are increasingly walking away from the advisors they and their partners used for years. And it’s not because they want to shake things up. It’s because they never truly felt served in the first place …
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