by Ann Summerson, Director and CFP®, Raymond James & Associates, Inc., member New York Stock Exchange / SIPC
Until recently, an attorney, CPA, or financial advisor’s relationship with many client couples has tended to focus on the male partner. Driving this dynamic is that male advisors historically have been the norm; according to at least one study, only 15% of advisors are women. This has been the case even though women make up almost 51% of the U.S. population.
But the environment is changing, especially where charitable giving is concerned.