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A survey for The American College State Farm Center for Women and Financial Services examined widows and the extent to which they chose to stay with their financial advisor after their spouse's death, chose to work with a new advisor, or chose not to work with an advisor after all. The survey also studied the reasons behind the decisions that were made.
The American College of Financial Services
Bryn Mawr, PA
women, finance, financial planning, survey, advisors, retirement, retirement income planning
Finance and Financial Management
The American College of Financial Services, "Statistics Financial Advisors Should Understand about Working with Widows" (2017). Infographics. 12.