Securities & Corporate Counsel
San Diego • Los Angeles • San Francisco

Call619-298-2880
415-766-3599

Legal Risk Management Tips

Regulatory Considerations for Servicing Aging Clients - May 2016

Posted by Michelle Jacko on May 30, 2016 5:00:00 AM

As our older population in the United States (i.e., persons 65 years of age of older) continues to increase, so does the servicing opportunities of the financial industry.  According to the U.S. Department of Health and Human Services, in 2013 one in seven Americans (or 14.1% of the U.S. Population) was over age 65.[1] By 2040, that number is forecasted to grow to 21.7%.[2]  

Read More

Topics: Investors, Senior Investors