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According to recent research by leading UK financial service provider, Aviva, almost 2 in 5 people in the UK who are married or in a relationship are committing ‘“financial infidelity”.
Financial infidelity is sometimes defined as “an act of dishonesty relating to personal finance between two people in a relationship”.
In addition to having secret bank accounts, this may include lying about debts or gambling, or hiding purchases from partners. (And of course not everyone views these matters in exactly the same way).
Wi Ai’s Investor Profiling Personality software can help provide an excellent starting point for advisers and other financial services professionals who want to help their clients who are in relationships to begin a franker discussion about financial decision-making.
Curious?
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