Older investors need our protection
. In a recent survey conducted by IRI, roughly 40 percent of financial advisors see cases of suspected financial abuse of elder investors several times a year. And about 40 percent have confirmed at least one or two cases of elder financial abuse within the last three years. 

As a moral imperative, IRI is providing retirement industry leadership and working to affect positive change in a number of ways:

  • Advocating for legislation that protects elder investors and provides assurances for financial advisors who report their suspicions
  • Providing training guides and resources for financial advisors, with direction on how to identify it and where to report it 
  • Raising the awareness level through Capitol Hill panels, research, fact sheets, social and earned media 

We invite you to join our charge to protect vulnerable seniors. Millions of retirees are now facing diminished capacity as they age. and millions more  baby boomers will be entering retirement in the coming years. They need our help and our industry needs to be vigilant to remain strong. Join us.

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