Tag: scam

Data & Research

September 27th, 2023

FINRA Study Tests Senior Vulnerability to Social Security Scams

Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.

Client Service

June 16th, 2023

Senior Safe Act Incentivizes Reporting Financial Exploitation of Seniors

Experts explained during a FINRA webinar that the act provides financial institutions immunity for reporting potential exploitation of senior citizens.

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife