# Financial Institutions & Wealth Managers

Tips and insights for banks, credit unions, financial advisors and wealth managers who work with older adults and their family members.

**Edward Jones Introduces Carefull, Financial Safety Platform to Help Families Protect What Matters Most**

**The Warning Signs Are Already in Your Data. Most Institutions Aren't Acting on Them.**

**How OceanAir Federal Credit Union is using Carefull to protect members, engage families, and strengthen trust**

**CSI Partners With Carefull to Expand Elder Fraud Protection Capabilities**

**5 Things FIs Can Learn from the New York Times’ Story on Protecting Vulnerable Seniors**

**Carefull Expands Its Financial Safety Platform with New Carefull Companion App**

**Osaic Partners with Carefull to Deliver Proactive Client Financial Protection Tool to Its Network of Advisors**

**Carefull Announces GreyMatter: The First AI For Elder Fraud Prevention and Aging Financial Risk Management**

.png)](https://webflow.getcarefull.com/articles/quotient-wealth-partners-joins-forces-with-carefull-to-protect-clients-and-families-from-scams-fraud-and-financial-exploitation) **Quotient Wealth Partners Joins Forces with Carefull to Protect Clients and Families from Scams, Fraud, and Financial Exploitation**

**Adams Community Bank Partners with Carefull to Strengthen Their Commitment to Financial Security, Education, and Community Resilience**

**SECU and Carefull Join Forces to Support Financial Security for Senior Members**

.png)](https://webflow.getcarefull.com/articles/from-outdated-vaults-to-dynamic-tech-carefull-launches-self-updating-legacykit) **From Outdated Vaults to Dynamic Tech: Carefull Launches Self-Updating LegacyKit**

**OceanAir Federal Credit Union Teams Up with Carefull to Protect Members from Fraud and Scams**

**Tucoemas partners with Carefull to strengthen their commitment to financial security, education, and community resilience**

.png)](https://webflow.getcarefull.com/articles/how-financial-institutions-can-support-families-during-alzheimers-and-brain-awareness-month-and-beyond) **How Financial Institutions Can Support Families During Alzheimer’s and Brain Awareness Month and Beyond**