 Our bottom line is that is the big [challenge] for advisors is: They have to find a way to engage with [wives] directly.”Jylanne Dunne, senior vice president of practice management and consulting for Fidelity Institutional Wealth Services. |
How to Work Better With Couple Clients
Ann Marsh | On Wall Street, December 2013
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Summary: Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study -- and that’s a problem, according to experts at the custodial operation. In the remaining 58% of couples, male partners manage the advisor relationship while their significant others don’t participate.
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