The survey did not indicate whether same-sex couples were included in the numbers. Unmarried couples have different financial needs than married ones. They own things separately and are treated differently under tax, estate, and medical laws. Insurance needs are also different.
Unmarried couples may also have different investment goals. They may wish to share some investments and not others. The level of confidentiality desired may be different between the two individuals. Although assumptions are never good to make, this is particularly true for co-habitating couples. Advisors who are aware of different needs will have better success in building trust in the relationship.

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