Daily money managers are a small but growing profession that helps people handle basic financial tasks like bill paying, organizing documents, and monitoring accounts.
Many clients are older adults facing cognitive or physical decline, though younger people who struggle with day-to-day money management also rely on them. The field remains largely unregulated, but a certification program now exists to set standards and validate experience.
Financial advisors say these professionals complement traditional planning by providing hands-on support and peace of mind.
Read the article: https://www.cnbc.com/2020/02/06/this-small-profession-aims-to-fill-a-gap-in-financial-services.html
