The Securities and Exchange Commission, North American Securities Administrators Association and the Financial Industry Regulatory Authority have collaborated on newly released training resources to ...

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 ...

When aging clients begin missing details or making unusual requests, what should an advisor do? Jeffrey DeHaan shares ...

MARIETTA, Ga. - One Marietta officer is getting recognized for putting his training to use and helping an elderly man who was allegedly being taken advantage of. Officer Jared Foster was patrolling ...

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 ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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, ...

A significant increase in elder abuse and financial exploitation of Granite Staters has prompted the New Hampshire attorney general’s office to expand its efforts to combat those crimes. Part of that ...

In 2021, Michigan passed the Financial Exploitation Prevention Act (FEPA or Act) which took effect last September. FEPA sets forth new requirements on financial institutions to report financial ...