Widows, Widowers and their Advisors: A Glass Half Full
The American College New York Life Center for Retirement Income, The American College State Farm® Center for Women and Financial Services
There’s a statistic that has become something of an urban legend in the financial field. It states that two-thirds of widows leave their advisors after their husbands die, but that widowers tend to stay with their advisors after their wives die.
Timmermann, Sandra, "Widows, Widowers and their Advisors: A Glass Half Full" (2017). In the News. 2192.