Office Quest Shares
Formerly Office Quest
Bright Castle
Assisting those in Glen Ellyn
and the surrounding villages
Below are some articles we think might be helpful or interesting to you.
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The American Association of Daily Money Managers (AADMM) - The ONLY national organization providing members with an industry specific Code of Ethics to adhere to, continuing education outlets, industry customized liability insurance, Professional Daily Money Manager certification and a forum for sharing best practices with a growing community of professionals committed to excellence.
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Daily Money Manager (DMM) by Investopedia Reviewed by James Chen
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Why You Need a Financial Caregiver by Debbie Carlson via US News
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How a Daily Money Manager Can Help Protect Elders by David Mordehi
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How to Choose a Daily Money Manager for Your Finances by Claire Moore
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Helping Seniors Manage Money and Finances by Kathleen Michon, J.D.
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5 Things You Need to Know About Daily Money Managers by Lifematters with Kay Bransford
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Should I Hire a Daily Money Manager for my Elderly Parents? by Steve Bailey
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Do Investors Need a Daily Money Manager? by Jeff Brown
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How to Protect Your Grandparents From Financial Predators by Princess Clark-Wendel
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Elder Financial Abuse: Ways to Protect Yourself by Sally Saville Hodge
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Top 10 Financial Scams Targeting Seniors by National Council on Aging
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Financial Fraud: The Top 4 Scams Against The Elderly by Princess Clark-Wendel
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In Progress
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Daily Money Managers are held to a very high level of Professionalism.
*** Link to AADMM Code of Conduct
The AADMM's Code of Ethics
Many managers have errors & admissions liability insurance, are bonded and may have fiduciary coverage.