July 2015
Financial Planning;Jul2015, Vol. 45 Issue 7, p34
The article discusses how advisors can protect their older clients from financial abuse. Topics covered include the North American Securities Administrators Association's report that 34% of the enforcement actions by its members have involved elderly victims, the prevailing conditions that encourage elder abuse such as an aging population, rising cognitive impairment rates and the decline of defined-benefit pension plans, and the importance of communication between advisors and clients.


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