The Next Untapped Market

Haas, Donald Ray
August 2003
Advisor Today;Aug2003, Vol. 98 Issue 8, p20
Trade Publication
Focuses on the service demanded by financial gerontology from financial gerontologists in the U.S. Principles of financial gerontology according to professor Neal Cutler; Information about the field provided by the book 'Advising Mature Clients'; Importance of having a background as financial advisor.


Related Articles

  • Letter to the editor: Advisers should be praised for their work with older clients. Childs, Arthur // Money Marketing (Online Edition);2/27/2014, p61 

    A letter to the editor is presented which discusses how independent financial advisers (IFA) work with elderly clients in Great Britain.

  • MPTF expands services. McCarthy, Libby // Daily Variety;11/28/2007, Vol. 297 Issue 42, p4 

    The article reports on the effort of the Motion Picture & Television Fund to broaden its services for entertainment industry senior citizens with the opening of a Center on Aging, and the hiring of financial gerontologist Neal E. Cutler in the U.S. The organization that operates through several...

  • Know before you invest. Perrotta, Noreen // Consumer Reports Money Adviser;Nov2012, Vol. 9 Issue 11, p2 

    The editor of "Consumer Reports Money Advisor" discusses a report from the Certified Financial Planner Board of Standards which discovered that more than half of the 2600 Certified Financial Planners (CFPs) surveyed had worked with an elderly client who had been subjected to financial exploitation.

  • Financial Gerontology. Timmermann, Sandra // Journal of Financial Service Professionals;Jan2002, Vol. 56 Issue 1, p25 

    Explains how working with elder law attorneys can help financial service professionals counsel the elderly about retirement and retirement planning. Importance of drawing up advance directives which allow people to make decisions about their wishes regarding their finances, health care, and...

  • Working With Senior Clients. Mason, Jerry // Advisor Today;Nov2000, Vol. 95 Issue 11, p122 

    Provides guidelines for managing the investment of seniors by financial advisor, agent or financial planners. Topics that should be discussed with the aged about investment issues; Objective of the Certified Senior Advisor.

  • Unlocking the Communication Code of Seniors. Solie, David L. // Wealth Channel Magazine;Spring2013, p18 

    The article explores financial advisers' communication with their senior clients. The author says advisors who updated their understanding of the psychology of seniors can see more productivity and rewarding relationships with their senior clients. Utilizing language that resonates with control...

  • Do you know how your advisor is compensated?  // Senior Market Advisor;Jan2012, Vol. 13 Issue 1, p14 

    The article presents answers from several U.S. senior citizens to the question of how are their advisors being compensated.

  • What is your greatest fear?  // Senior Market Advisor;Apr2012, Vol. 13 Issue 4, p18 

    The article presents comments from senior citizens with respect to their greatest fear. Dave of Chicago states that he saved 20% of his income into investments before his retirement and advised his friends to do the same. Mel of Castle Rock, Colorado was able to save as much money as he can...

  • COGNITIVE WATCH. Allen, Samantha // Financial Planning;Sep2013, Vol. 43 Issue 9, p58 

    The article discusses the importance for financial advisors to document the processes involved in working with elder people in the U.S.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics