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Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client

As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar

Author Lisa Shidler December 23, 2013 at 5:48 AM
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Jylanne Dunne: What's most surprising about the study is how concerned the husbands are that the wives aren't prepared.

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Bill Winterberg

Bill Winterberg

December 26, 2013 — 6:56 PM

I had to Google “Financial Compatibility Quiz” to find the link: https://communications.fidelity.com/couplesquiz/

And is Duran alluding to similarities with the Money Mind tool, or the decision checklist for couples? It’s not clear, and after looking at both, I really don’t see similarities to Fidelity’s Compatibility Quiz.

Nevertheless, checklists and questionnaires are a starting point. Much more certainly remains in order to earn the trust of clients.



June 26, 2014 — 7:06 AM

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June 26, 2014 — 8:33 AM

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