New tools to protect elderly from fraud, exploitation
July 10, 2018 by Bruce Kelly
Late last year, Fidelity Investments became concerned that an elderly client in the Atlanta area was suffering from diminished mental capacity and was being taken advantage of by a neighbor. To protect her, Fidelity froze her accounts, which totaled $1.02 million.
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Originally Posted at InvestmentNews on July 7, 2018 by Bruce Kelly.
Categories: Industry Articles
