Description
Financial Advisors and Planning for Aging Clients - The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.Comments
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Publisher
National Association of Insurance and Financial Advisors
The National Association of Insurance and Financial Advisors (NAIFA) is an organization that supports and represents insurance and financial professionals. NAIFA is committed to promoting the importance and value of financial advisors in securing America's financial future. They provide education, advocacy, and networking opportunities for their members, and work to ensure that the industry is regulated in a fair and effective manner.