Elderly clients showing signs of dementia?

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Feb 21, 2011 10:27 am

I’m a freelance writer doing a piece for Registered Rep about dealing with clients who have Alzheimer’s disease or are showing signs of dementia. I’d like to hear from advisers who have faced this issue or had similar concerns about working with older clients. Even if you haven't personally faced this, I'd like to hear from advisers who can discuss this issue or have considered working with their firms to come up with guidelines for such cases. I understand the need for client confidentiality. Please contact me at [email protected] or Amy Burroughs at 704-965-6721.