Byline: Margarida Correia In mid-September, Maggie received an unexpected visit from an insurance salesman. And the 83-year-old widow did something she shouldn't have: She wrote a check for $10,000 for a policy she didn't need. Maggie readily admits that her memory isn't what it used to be, but in ...
Read this article at Clients' Faculties vs. Your Fiduciary Duty; Advisors Have to Walk a Tightrope When Retired Clients Show Signs of Dementia. How Do You Follow Your Clients' Wishes and Also Do What's Best for Them When Those Two Things Begin to Diverge?
Read this article at Clients' Faculties vs. Your Fiduciary Duty; Advisors Have to Walk a Tightrope When Retired Clients Show Signs of Dementia. How Do You Follow Your Clients' Wishes and Also Do What's Best for Them When Those Two Things Begin to Diverge?