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Investment advisors might be among the best-positioned people to spot signs indicating that an older client is the victim of financial abuse, but once their suspicions are up, how are they supposed to respond?
Talking directly with the client might be the first step, but sometimes that can only raise the advisor’s concerns even further. For any number of reasons, a client suffering from financial exploitation might not tell their advisor the whole story. They could be cognitively impaired. They could be afraid. They could...
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