Women share many of the same financial concerns as men, but they face different challenges. The 2017 MFS® Heritage Planning Survey of US investors looked at what drives top concerns for women and the opportunities advisors might have to help.
* US Bureau of Labor Statistics, 2016
METHODOLOGY: MFS Investment Management reexamined the research behind its Heritage Planning program by conducting a study among individual investors in the United States. The sample totaled 2,000 respondents, broken out as follows: 998 females and 1,002 males. Gen Y refers to investors ages 21 to 36. Gen X refers to investors ages 37–51. Boomers
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