Sentences with phrase «affect vulnerable clients»

Not exact matches

This episode features Craig A. Foster and Joshua Hinderliter, associates in Thompson Hine's Investment Management practice group, discussing an important issue that particularly affects investment advisers who serve retail clients as America's senior population continues to increase: how to appropriately and effectively serve clients who have diminished financial capacity and may be vulnerable to financial abuse.

It's another version of transparency that can be invaluable when clients have difficulty accessing and expressing vulnerable affect.