BOSTON -- Relatively few advisors have acted proactively to meet the challenges presented by clients with diminishing mental capacities.
To judge from the Financial Planning Association conference here, many advisors are aware of the potential challenges, but few have put plans in place. Indeed, several dozen advisors raised their hands when asked if they had dealt with clients suffering from diminished capacity. Only six or seven indicated that they had a plan to respond to those situations.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access