Advisors Need This New Approach to Aging Clients

Advisors Need This New Approach to Aging Clients

Fri, 05/04/2018

A talk given by AgeLab Director Joseph Coughlin on the future of financial advice at the 2018 Health and Wealth Leadership Forum is publicized in Investment News:

Advisers in the near future will need to be providing much more than financial advice, Mr. Coughlin said. They will have to have conversations that help clients navigate longevity — topics like geriatric care, transportation and housing — or they risk being replaced by a firm that does.

"The consumer is now demanding deep conversations, not about their money but how they are going to live," Mr. Coughlin said.

Read the full story here.

 

MIT AgeLab
1 Amherst Street, 2nd Floor
Cambridge, MA 02142
ph: 617.253.0753
email: agelabinfo@mit.edu

Go to top