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  • Search: subject:"Financial exploitation"
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Subject
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Financial exploitation 6 Elder abuse 4 Broker-dealers 2 Financial Industry Regulatory Authority (FINRA) 2 Financial abuse 2 Registered representatives 2 Seniors 2 Cognition 1 Cognitive decline 1 Confidence 1 Definitions 1 Elderly 1 Elderly people 1 Enduring power or attorney 1 FINRA Rule 4512 1 Financial fraud 1 Financial literacy 1 Financial market regulation 1 Finanzmarktregulierung 1 Finanzwissen 1 Forensic accounting 1 Kognition 1 Lasting power of attorney 1 Medical Ethics 1 Mental Capacity Act 2005 1 Multidisciplinary team 1 Older adults 1 Program evaluation 1 Research 1 Review 1 Social relations 1 Soziale Beziehungen 1 Statutes 1 Trusted contact 1 USA 1 United States 1 Vertrauen 1 Ältere Menschen 1
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Undetermined 6
Type of publication
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Article 6
Type of publication (narrower categories)
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Article in journal 2 Aufsatz in Zeitschrift 2 research-article 2 technical-paper 1 viewpoint 1
Language
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English 6
Author
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Kutner, Matthew J. 2 Caccamise, Paul 1 Dauenhauer, Jason 1 Granata, Allison 1 Heffernan, Kristin 1 Jackson, Shelly L. 1 Lim, HanNa 1 O'Sullivan, Owen P. 1 Smoker, Kari 1 Sommer, Matthew 1 Webber, Karen 1
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Published in...
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The Journal of Adult Protection 2 Journal of Financial Crime 1 Journal of Investment Compliance 1 Journal of financial services marketing 1 The journal of investment compliance 1
Source
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Other ZBW resources 4 ECONIS (ZBW) 2
Showing 1 - 6 of 6
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Financial literacy and naming a "trusted contact" for U.S. brokerage accounts
Sommer, Matthew; Lim, HanNa - In: Journal of financial services marketing 29 (2024) 2, pp. 582-589
Persistent link: https://www.econbiz.de/10015061045
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Financial abuse, statutory provisions and the courts: adequacy and analysis of enduring and lasting powers of attorney
O'Sullivan, Owen P. - In: The Journal of Adult Protection 23 (2021) 4, pp. 253-262
remains scope for further reform to introduce new safeguards and bolster existing ones to mitigate the risk of financial … exploitation and to support people to plan and safeguard their financial future with increased confidence and security.  …
Persistent link: https://www.econbiz.de/10014841252
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Utilization of a forensic accountant to investigate financial exploitation of older adults
Dauenhauer, Jason; Heffernan, Kristin; Webber, Karen; … - In: The Journal of Adult Protection 22 (2020) 3, pp. 141-152
of a forensic accountant (FA) in suspected cases of elder financial exploitation. Design/methodology/approach This paper … subsequent detailed reports are in helping determine whether financial exploitation is taking place and providing information … number of older adults present ongoing challenges in the fight to address financial exploitation. Findings suggest that FAs …
Persistent link: https://www.econbiz.de/10014841250
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SEC approves FINRA’s rules to protect seniors from financial exploitation
Kutner, Matthew J. - In: Journal of Investment Compliance 18 (2017) 3, pp. 64-66
from financial exploitation. Design/methodology/approach This article discusses the scope of the FINRA Rules and amendments …
Persistent link: https://www.econbiz.de/10014893787
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SEC approves FINRA's rules to protect seniors from financial exploitation
Kutner, Matthew J. - In: The journal of investment compliance 18 (2017) 3, pp. 64-66
Persistent link: https://www.econbiz.de/10011804837
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The vexing problem of defining financial exploitation
Jackson, Shelly L. - In: Journal of Financial Crime 22 (2015) 1, pp. 63-78
Purpose – The purpose of this paper was to study the vexing problem of defining financial exploitation. Advocates and … practitioners in the field who have been battling financial exploitation are pleased to observe the increased attention that … financial exploitation is receiving at all levels of society. With this increased attention, however, there has been a …
Persistent link: https://www.econbiz.de/10014866304
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