Blog: Why widows fire financial planners (but wives don't)

Author Sunél Veldtman (READ THE ARTICLE HERE) was explaining in the article two facts about long-term financial planning relationships; women tend to outlive their husbands and recent widows often fire the financial planners they inherit from their spouse. She goes on to explain that husbands often want to provide financial security for their wives, and that treating financial planning as a family rather than personal matter can help ensure the ‘survival rate' for financial planners on the death of the husband. This issue is referred to as a the ‘widow retention challenge' and is back...