6 Planning Differences for Female Clients
Women aren't so different from men when it comes to their financial goals, a new Pershing study notes: They want to live comfortably while maintaining their lifestyle, and want to be able to cover their healthcare costs for both their families and themselves.
Yet women face some challenges that men do not. The study, titled "Women: Investing With A Purpose," calls out six planning differences that advisors should consider when working with female clients. (It also identified one thing the industry is getting wrong about female clients.)
Page through to see the full list, or click here to see a single-page version. -- Maddy Perkins