Seniors

"Victims of fraud, too often, are older adults: Some have retired, others have neared it, but all have spent decades preparing their nest eggs. Today, ...

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