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Supporting the Sandwich Generation - InvestmentNews
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How to talk to your aging parents about their finances
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Financial risks of aging - InvestmentNews
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April 7
The Boston Globe – She Loves Theater, Dessert, and New Zealand and Can’t Wait to Get to Japan. Features HowlRound director Jamie Gahlon, who is currently completing her master’s degree in performance curation at Wesleyan.
US Lacrosse Magazine – Behind the Whistle: All in the Family. Features Carly Randall, assistant lacrosse coach at Wesleyan.
Street Insider – Avalonbay Communities news. Mentions Richard Lieb ’81, P’22, senior advisor at Greenhill & Co., LLC, a publicly traded investment bank.
Talking Biz News – Barlyn departs Reuters. Features Suzanne Barlyn ’88, who will become assistant director of media and public relations at insurance company The Hartford.
April 8
Industry Experts Release Whitepaper On The Realities, Opportunities, And Risks Associated With Diminished Decision-Making Capacity
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Whealthcare Planning announces the release of a whitepaper on diminished capacity that summarizes the current demographic realities, the nature of the risks to financial services firms, the regulatory environment, and the opportunities for firms seeking to better protect their clients - and themselves.
Cognitive Overload
25% or more of a typical wealth management firm’s assets under management are at risk – directly as a result of diminished capacity. BELMONT, Mass. (PRWEB) April 13, 2021 Three financial services and technology experts – all with extensive professional and personal experience devising strategies to protect families and improve financial decision-making – have released a whitepaper that provides a framework for more effective client engagement,