The Confidentiality Conundrum:  Can You Call A Third Party When Your Client Shows Signs Of Dementia?

The Confidentiality Conundrum: Can You Call A Third Party When Your Client Shows Signs Of Dementia?

Have you ever felt frustrated when you thought your client was showing signs of declining mental status?  Did you ever want to get someone else involved in financial decisions but thought you couldn’t because of privacy rules? The average advisor has seven...
Memory Loss, Money Loss?  The Dilemma Of Aging Clients

Memory Loss, Money Loss? The Dilemma Of Aging Clients

There is something about memory loss that should raise a red flag when it comes to your aging clients and their investments.  Are you prepared? By 2030, there will be 72.1 million people in the U.S. over age 65, or “elders”.  7.7 million of them will have...