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5/13/2013 – How An Adviser’s Personal Finances Can Trip Him Up

People are living longer, but that doesn’t mean advisers will see more clients losing their cognitive abilities, including the capacity to make their own financial decisions. “We may be jumping the gun” in expecting that, psychologist Laura Carstensen told advisers at a conference in Las Vegas, Financial Planning reported.

Read the full article at The Wall Street Journal.

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