Mar 25, 2016 | aging, aging investor, elder investor, elderly, handling money for seniors, investment news, investor, senior investor
One broker had an $8M client take his assets elsewhere because of a fatal communication mistake. Could it happen to you? An adult daughter of a broker’s client approached the broker about her father’s recent diagnosis of Alzheimer’s Disease. She...
Jul 15, 2015 | aging, aging investor, elder investor, finances for elders, handling money for seniors, investment news, senior investor, seniors finances, wealth transfer
With $30 trillion in wealth being transferred between generations now and over the next decades, advisors are missing a huge opportunity. If you are fine with losing your chance to retain the next generation after your current clients transfer their wealth, do...
