Ryan Wilson

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You probably wouldn’t take investment advice from someone whose business card said Retirement Wizard, but it is not always so simple to spot a fake credential. You may find it harder to tell the difference between a Certified Advisor for Senior Investing and a Retirement Income Planning Specialist.
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What are the early warning signs of dementia? That’s a question professionals who work in the financial services industry have increasingly asked me since AARP released a report, entitled  Protecting Older Investors: The Challenge of Diminished Capacity, on protecting investors who have diminished capacity. The report raised awareness among many financial professionals concerned about the decision-making capacity of their clients.
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