Protecting Older Investors: The Challenge of Diminished Capacity

Protecting Older Investors

The Challenge of Diminished Capacity

This Report

Related Reports In an era of “do-it-yourself retirement,” individuals are largely responsible for their own retirement security and good financial advice is critically important. Yet with the rising incidence of Alzheimer’s disease and other cognitive impairments, an increasing number of older investors may lack the capacity to manage their investments. Investors with diminished capacity are at risk for financial exploitation. Financial professionals must be equipped to respond appropriately when a client signals that he or she may lack the capacity to made financial decisions.
This report shares original research findings about current financial services industry practices and protocols to address diminished capacity—and gaps in knowledge, training and strategies to protect older investors. It includes key recommendations for stakeholders and policy makers. Cancel You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Your email address is now confirmed. You'll start receiving the latest news, benefits, events, and programs related to AARP's mission to empower people to choose how they live as they age. You can also by updating your account at anytime. You will be asked to register or log in. Cancel Offer Details Disclosures

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