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Muntin misappropriated over $305,000 from one of his elderly, investment advisory clients
While financial abuse by strangers stings, the pain deepens when a family member steals
"The FBI estimates that older adults lose nearly $3 billion a year to financial scams. What’s more, the risk of fraud is growing for us all as we ...
"Fraudsters are eager to exploit the combination of wealth and the cognitive decline that may come with age"
Here's a five-step technique to help reps spot trouble among their senior clients
The proposal addresses concerns that some parties may not be able to participate meaningfully in arbitration due to illness or age
Rivero convinced at least five of his clients and customers at Financial Institution A – some of whom over eighty years old and/or disabled – ...
Amendments create the first uniform national standard for placing holds on securities transactions when financial exploitation suspected
The 14 new FAQs tackle questions on temporary holds, trusted contact provisions, disclosure issues, and more
Most advisers deal with this prospect by asking the client who the adviser should turn to if these issues arise. A conservator or an attorney ...
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