TITLE

Financial Decision-Making a Joint Effort for High-Net-Worth Couples, Survey Finds

PUB. DATE
September 2014
SOURCE
Insurance Broadcasting;9/9/2014, p12
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the findings of a Morgan Stanley Wealth Management survey showing the collaboration of couples in making financial decisions for their retirement. Topics covered include high net worth investors consulting with their partner or spouse in making major financial decisions instead of traditional unilateral decision-making. Also mentioned are topics discussed by couples including their retirement funds, plans for unexpected illness and preservation of wealth for heirs.
ACCESSION #
98051470

 

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