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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
November 7, 2024
 
 
 
 
Rachel Witkowski 092524By Rachel Witkowski Tech reporter
 

Mental health profoundly impacts how people handle their money. Yet not many advisors ask clients whether there's a neurodivergent household member, said advisors at Citi, Corient and others. 

Fortunately, there are new tech tools that help streamline workflows for neurodivergent clients, such as automated meeting reminders for those who have ADHD. 

Advisors' tips can be found here, and much more at Financial Planning.

On a bittersweet note, this is my last week at Financial Planning. Our highly experienced reporter Rob Burgess will be taking over the tech beat. You can reach him at robert.burgess@arizent.com.

Thanks for reading!

 
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Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.
 
 
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