Clients’ Dementia Presents Ethical Challenges for Advisors
Julie Ragatz, Sandra Timmerman
The American College Cary M. Maguire Center for Ethics in Financial Services
Cognitive changes in clients raise ethical and regulatory challenges for their financial advisors, Sandra Timmermann, gerontologist and former executive director of MetLife's Mature Market Institute, said in a webinar on Wednesday.
The Retirement Income Industry Association hosted the webinar, sponsored by Merrill Lynch.
Andrus, Danielle, "Clients’ Dementia Presents Ethical Challenges for Advisors" (2016). In the News. 979.