TITLE

What Planners Should Know About Female Millionaires…

PUB. DATE
November 2006
SOURCE
Journal of Financial Planning;Nov2006, Vol. 19 Issue 11, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses a survey by Phoenix Marketing International's Affluent Market Practice that found female millionaires have distinctive attitudes from male millionaires when seeking investment advice. There are about 600,000 United States households with $1 million or more in investable assets where women are the primary financial decision-maker, compared to 3.5 million households where men make their financial decisions. In addition, women rely more than men on advisors and entrust more of their assets to their primary advisor.
ACCESSION #
23138523

 

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