Female clients want wealth managers to ditch the jargon - research

News Team, 08/12/2022

Using less jargon is the main thing investment managers could do better to support female clients, research from Quilter Cheviot found.

A survey of approximately 2,000 female clients found 46 percent said using simpler terminology was something providers could do differently when it comes to engagement.

The same percentage said they wanted their investment manager to understand how changes in their personal life can impact their finances, with 38 percent saying the...

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