Safeguard your aging clients—and firm—from risk

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Fidelity Managing Risks of Working with Senior InvestorsBaby boomers present a tremendous opportunity for advisors but may also present a great deal of risk. Diminished capacity and financial exploitation pose the biggest threats. With regulatory requirements to protect senior citizens continuing to grow, so does the need for advisors to be more aware—and prepared. Learn to spot signs of dementia or elderly scams. Find out how to help protect and serve senior clients. And mitigate the potential risk to yourself and your firm with insights from Fidelity.

 

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