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How Financial Advisors Can Help Protect Elderly Clients From Fraud

WiserAdvisor

Some studies also show that by 2034, the number of older adults will outnumber children. Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs.

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Weekend Reading For Financial Planners (October 14-15)

Nerd's Eye View

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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 212
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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 189