A number of powerhouse financial services industry trade groups have signed on as distributors of AARP’s online training platform to help financial advisors protect older clients from financial ...
The Securities and Exchange Commission, North American Securities Administrators Association and the Financial Industry Regulatory Authority have collaborated on newly released training resources to ...
The Financial Exploitation Prevention Act allows advisors to pause suspicious transactions and protect elderly clients from ...
Elder financial exploitation is more than just a fraud issue — it’s a pressing public health and consumer protection challenge. As the population ages and digital channels become more prevalent, older ...
The bill specifies that no financial institution staff member who receives the training will be liable in any civil or administrative proceeding for disclosing the suspected financial exploitation of ...
A mentor once told me that we take better care of our pets than we do older victims of mistreatment. As a researcher, I have sat across from people, including grown men, crying while recounting ...
Josh D. Jones is the managing principal of Bressler, Amery & Ross’s Alabama office and a leader within the greater firm platform. He is a co-manager of Bressler's Senior and Vulnerable Investor Group, ...
The Pennsylvania Department of Aging (PDA), joined by the Pennsylvania attorney general’s office and other members of a public-private task force, held a media briefing to provide an overview of its ...
The Virginia General Assembly passed a measure to encourage banks to do more to spot, prevent and report the financial exploitation of elderly and vulnerable adults. Del. Michelle Maldonado, ...
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