Women aren't so different from men when it comes to their financial goals, a new Pershing study notes: They want to live comfortably while maintaining their lifestyle, and want to be able to cover their health-care costs for both their families and themselves.
Yet women face some challenges that men do not. The study, titled "Women: Investing With A Purpose," calls out six planning differences that advisors should consider when working with female clients. (It also identified one thing the industry is getting wrong about female clients.)
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