How Advisors Can Make a Difference for Aging Clients

Published: March 18, 2024

The fiduciary duty to do what is in a client’s best interest endures for the entirety of the relationship. Unfortunately, not all clients maintain their mental and physical health as they age. When clients may begin to lose their physical independence — or worse, their cognitive capacity to make financial and life decisions — it becomes imperative for advisors to step up their support and guidance.

In these challenging times, being there for clients takes on even greater significance, demonstrating a commitment to their welfare beyond mere financial transactions.

Read the full article from Crescent Grove’s Nick Kochanski here.