Chances are many of your clients are seniors, so you could be forced to consider their cognitive capabilities in future. Though cognitive assessment is beyond an advisor’s capabilities, understanding the warning signs of incapacity is part of the job if you’re to serve clients well.
The annual wealth conference hosted by CFA Society Toronto, held today, featured a session on identifying those warning signs, with Dr. Kenneth Shulman of Sunnybrook Health Sciences Centre at the University of Toronto. The following tweets, from Advisor.ca’s Katie Keir, have tips — and a quiz — to help you learn about incapacity.
Published at Wed, 10 May 2017 16:00:32 -0500