Our eighth biennial study on the Financial Experience & behaviours Among Women uncovers optimism about recovering markets and encouraging short-term improvements, but troubling long-term trends. While the survey paints a troubling picture of their long-term financial preparedness, the results indicate that women are more confident in their ability to manage day-to-day finances. And they have advice for financial services firms about how to help them achieve their long-term financial goals: simplify the process, stop using so much jargon, look out for the customer’s interests, and maintain a strong code of ethics.
Financial well-being in America