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A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.
June 16 -
Former Goldman partner Adam Dell, 53, was accused of sending graphic footage of himself to a junior staffer in 2020.
June 16 -
Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors.
March 17 -
The church agreed to pay $1 million, while its Ensign Peak Advisers paid $4 million, to settle the SEC complaint that they failed to file forms disclosing the church's equity investments.
February 22 -
Investment scams are as old as investments themselves, and it doesn't get any easier to avoid falling prey to them. But advisors can help.
January 16 -
A lack of adequate safeguards has made it too easy for criminals to prey on elderly Americans.
December 21 -
When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.
July 26 -
Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.
July 21 -
Catch up on the bits of wealth management news you might have missed over the last week.
May 9 -
Here's what happened over the last week in wealth management.
March 19