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Senior Safe Act guide for financial advisors | Financial Planning

A 2018 law protects wealth managers who report scams against seniors but it can only help them if they're aware of it. ....

Lori Schock , Internet Crime Complaint Center , Exchange Commission Office Of Investor Education , Senior Safe Act , Exchange Commission , Investor Education , Crime Complaint , Kathy Stokes , Crime And Misconduct , Law And Regulation , Elder Fraud ,

Banking news roundup

Louisiana Credit Union League names new CEO, scammer who helped criminals pose as bankers jailed for 13 years, Jack Dorsey leads funding round for bitcoin voucher company and more in this week's banking news roundup. ....

United States , Jack Dorsey , Louisiana Credit Union League , Bank Technology , Industry News , Crime And Misconduct , Financial Crimes ,

Barclays has questions to answer on Staley, proxy firm says

The bank's decision to allow former boss Jes Staley to leave on good terms is under fresh scrutiny as several U.S. legal cases reveal new details of his interactions with Jeffrey Epstein. ....

United Kingdom , Nigel Higgins , Jeffrey Epstein , Jes Staley , Simon Dawson Bloomberg , Jpmorgan Chase Co , Uk Financial Conduct Authority , Institutional Shareholder Services , Barclays Plc , Jes Staley Photographer , Institutional Shareholder , Barclays Chairman Nigel Higgins , Conduct Authority , Crime And Misconduct , Law And Legal Issues ,

Scams against retirees soared to 'crisis' levels in 2022

Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors. ....

United States , Ron Strobel , Financial Industry Regulatory Authority , Trade Commission , Kathy Stokes , Crime And Misconduct , Practice And Client Management ,

Scams against retirees soared to 'crisis' levels in 2022

Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors. ....

United States , Ron Strobel , Financial Industry Regulatory Authority , Trade Commission , Kathy Stokes , Crime And Misconduct , Practice And Client Management ,