Tag: Participants

Why Edward Jones Is Funding Alzheimer’s Research

The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical challenge to individuals, unpaid caregivers and their families.

Protecting Elderly Clients From Financial Abuse

Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can befall clients; for example, those victimized by a loved one lose nearly three times as much on average to fraud or theft as those victimized by a stranger.

Advocates Applaud New Elder Justice Bill

The Elder Justice Reauthorization and Modernization Act of 2021 dedicates funding to programs to address vulnerable seniors’ needs, and its advocates say the financial services industry has a critical role to play in protecting the public.

Will Gen Z Be the First True DC Plan Generation?

While Millennials have had access to defined contribution plans for their full working careers, survey data suggests Generation Z started saving in earnest much earlier, in part because their Generation X parents have demonstrated the value of self-directed savings.

Workforce Representation Will Soon Skew Younger

With more Millennials and Gen Zers now in the workforce, financial advisers and employers must rethink their engagement with these groups and reconsider the traditional benefit landscape.