If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes
Seniors have special challenges that call for care and vigilance on your part
June 15 World Elder Abuse Awareness Day
Medical professionals can help spot and report the warning signs of elderly investment fraud
A relationship with a client can change dramatically when the client starts showing signs of mental incapacity and the person with power of attorney wants to step in.
A growing number of elderly people are falling victim to those empowered to look out for them. What can you do to protect your clients?
Sharp increases in both dementia and awareness about the potentially devastating effects it can have on clients’ assets mean that advisors must be more vigilant than ever
House prices in advanced economies will face a more difficult environment in the next 40 years
Advisors have a responsibility to help clients prepare
370,000 retired couples will enjoy a total tax cut of $106 million