Skip navigation

Six Insights Into Couples and Money

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.  

 

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish