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How ultimatum from advisor can help vulnerable seniors

How ultimatum from advisor can help vulnerable seniors

Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members.

Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with wealthy seniors who suffer from cognitive decline and impaired decision-making.

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Women of Influence

Women of Influence

Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.

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