Research finds links between financial knowledge, confidence and mental acuity
As the Canadian population ages, many advisors face difficult situations regarding POA
The proposed Adult Capacity and Decision Making Act would recognize the independence of adults with intellectual deficits
In a first for B.C., a court has invalidated the marriage of a woman with dementia and the will that benefited her husband
Dan Richards discusses the No. 1 concern for baby boomers — developing Alzheimer’s (Part 1 of 4)
Apart from financial concerns, the greatest worry among clients is developing Alzheimer's disease and becoming a burden to their families. While Alzheimer's can't be prevented, clients can take steps to reduce the risks associated with this disease
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
Daniel Marson, director, division of neuropsychology, University of Alabama at Birmingham, explains two early forms of diminished financial capacity in older adults that advisors must be able to identify.
Bulletin aims to help investors understand the potential impact of a diminished ability to make decisions
Here’s what advisors should do when they suspect a client’s ability to make significant financial decisions is deteriorating