TITLE

Your Clients, at Risk

AUTHOR(S)
Elson, Rachel F.
PUB. DATE
July 2015
SOURCE
Financial Planning;Jul2015, Vol. 45 Issue 7, preceding p15
SOURCE TYPE
Periodical
DOC. TYPE
Editorial
ABSTRACT
The author talks about the role of advisors in stopping financial abuse against older people in the U.S. She says the Financial Industry Regulatory Authority (FINRA) reported several cases of advisors stealing money from their elderly clients. She cites that only one of out 43.9 incidents of elder financial abuse are reported to social services or law enforcement based on a study. She mentions some warnings signs that advisors must be aware of when dealing with older clients.
ACCESSION #
111515280

 

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