Banks and fintechs are coming together to help older customers with a variety of needs, from avoiding financial exploitation to planning for the future.

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

More elderly consumers are being diagnosed with Alzheimer's and dementia — making them vulnerable to scammers. Financial institutions are seeking special certifications to better equip themselves to help.

Fraudsters are ever-inventive, and accountants and tax pros need to make sure their clients keep vigilant.

Fraudsters are leveraging advanced artificial intelligence to impersonate customers and deceive financial institutions, but the industry is fighting back with detection systems.

Clients — and financial advisors — should ask these three questions when asked to divulge their Social Security number.

After identifying the tax avoidance strategy as a scheme targeting high-income filers, the agency and the Treasury Department issued a new rule proposal.

Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.