Saving Exploited Elders
Every day at least 1,000 elderly Americans are financially exploited or abused.
Elder Abuse Resources for Advisors
Find links to more information about when and how to report suspected financial abuse of elders
10 Signs of Financial Exploitation
Kathy Greenlee, assistant secretary for aging at the U.S. Department of Health and Human Services, estimates about four out of every 10 elders is financially exploited.
Where Are All the Rational Investors?
In the last few decades, academics and practitioners have studied, defined and begun to exploit anomalies arising from human nature.
10 Happiest States in America
Can money buy happiness? Only up to a point; there are many more factors at play. WalletHub ranked the states on 26 key happiness metrics.
Understanding Advisor Economics 101: Follow the Money
The economics of being a wirehouse broker vs. an independent advisor, of the wirehouses vs. fee-based financial services firms, and the CFP Board.
Investors More Confident but See Stagnation Ahead
Investor confidence has hit a seven-year high but still falls far short of the pre-recession average, Wells Fargo and Gallup found.
Nontraditional Families Open to Financial Advice: Allianz Study
The unique dynamics of nontraditional families offer advisors an opportunity to engage with a growing population that is underserved but often open to assistance.
CFPB Should Boost Consumer Data Protections: GAO
Republican lawmakers say that the CFPB is overstepping its boundaries with "unwarranted" and "unwelcome" intrusion into personal consumer information.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.