A survey found that most women prioritize planning for retirement and their family’s future, but more than seven in 10 believe they are not doing a very good job. Running out of money in retirement is a big worry for 70% of women, but only 20% of them have come up with a plan to deal with this challenge. The Women’s Resource Center, found in Broadridge Advisor, contains dozens of client articles, illustrations, and other resources to share with female clients, who often face unique financial challenges and circumstances. To read the full article in Plan Adviser, click: Women Fear…
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Don’t Lose This Important Group of Clients The majority of children who inherit money don’t retain their parents’ advisers. Joe Sicchitano, from SunTrust Bank, discusses how advisers and clients can take several steps to avoid this outcome, such as proactively communicating and working early to establish a relationship. To read the full article in FinancialPlanning, click: Advisers to Clients: Don’t Hide the Wealth.