Lunchtime Takeaway: Client financial competence

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Client financial competence

People who make their own financial decisions, work full time, and are over age 25 are more likely to be financially competent, according to data compiled by ING. Its International Survey on Financial Competence asked Europeans in 11 countries a series of 5 questions and scored those answering 4 out of 5 questions correctly as being ahead of their peers.

Want more? Check out: Who is “financially competent”

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.