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.
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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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.