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Six Insights Into Couples and MoneySix Insights Into Couples and Money

Megan Leonhardt

April 30, 2014

6 Slides
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Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial decision-making, that’s usually not the case.

Here are six key takeaways to keep in mind when working with couples.  

 

About the Author

Megan Leonhardt

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory updates, legal cases and compliance issues. Prior to covering the financial services industry, Megan worked as a legal reporter breaking stories on major law firms and writing on significant court cases all over the country.