 It’s clear that when they feel they are being heard and are on track to their investment goals, women are loyal clients who will often actively refer their advisors to family and friends.”Jaylene Howard, consulting director for Russell Investments. |
Survey Finds Retirement-Age Women Most Loyal To Advisors
FA Staff | Financial Advisor Magazine, February 2014
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Summary: Seventy-eight percent of Gen X and 93 percent of "Silent Generation" women said they would stay with their financial advisor if they became widowed, a Russell Investments study found. The survey of over 900 women who are working with advisors focused on women in Gen X (ages 32 to 47) and the Silent Generation (ages 67 to 80).
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