Seven Tips For Protecting Clients From Elder Abuse
By Wealth Management on 06/09/2017
“…Families must put strategies in place that address the possibility of mental impairment and establish checks and balances to ensure the appropriate safekeeping of their loved ones’ financial assets. According to Jonathan Fitzgerald, director of wealth and fiduciary planning at Wilmington Trust, with the increase in robo-advisor solutions in particular, it’s more important than ever to look at the role active managers can play in protecting elderly individuals from making poor investment decisions. Here are some of his suggestions. …”
Read the entire article: http://www.wealthmanagement.com/client-relations/seven-tips-protecting-clients-elder-abuse