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.
3 Investments Retirees Should Avoid: Morningstar's Benz
Some assets can add volatility, expenses and stress to retirement portfolios (with little upside).
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.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
Health Trumps Financial Security for Retirees
Good health is more crucial to a happy retirement than financial security or family and friends, according to a study by Merrill and Age Wave.
Social Security Focus: Funding, Benefits and Remarriage
Here are a triumvirate of stories on Social Security: One on what threatens its financing, one that compares its benefits to other retirement plans and one that looks at what could limit its benefits.
Add Life Insurance to Your Wealth Transfer Toolkit, Saybrus Urges
The life insurance consultant makes the case for how its product can provide efficient, stable income for beneficiaries.
Clients Demand More Certifications, So Advisors Seek Them: IMCA
The largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?