In the News

Title

Clients’ Dementia Presents Ethical Challenges for Advisors

Document Type

Article

Publication Date

1-21-2016

Abstract

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.