Carefull

Edward Jones is setting a new standard: financial safety is now a critical part of wealth management relationships.

As Alzheimer’s & Brain Awareness Month comes to a close, we’re reminded that financial safety is deeply human. Cognitive changes, caregiving responsibilities, scams, and financial vulnerability do not happen in isolation. They affect families, relationships, independence, and confidence. Carefull, Edward Jones, and the Alzheimer's Association® are mission-aligned around a shared belief: families deserve earlier awareness, better support, and trusted protection as needs evolve. Edward Jones has long focused on helping families plan across generations.The Alzheimer's Association® is the leading voluntary health organization in Alzheimer’s care, support and research, and is available day or night for those impacted by Alzheimer's and all other dementia. And Carefull helps bring proactive financial safety into the moments when families need it most. Together, this is what caring looks like: helping people protect not just their money, but their dignity, independence, and peace of mind. #AlzheimersAwarenessMonth #Carefull #EdwardJones #AlzheimersAssociation  #ENDALZ

Today marks the last day of Alzheimer’s & Brain Awareness Month, and some of our Carefull team wore purple to a meeting to visibly show our support for the Alzheimer's Association® and the millions of families impacted by Alzheimer’s. At Carefull, this mission is deeply connected to the work we do every day. Financial health and brain health are closely linked, and families deserve tools, education, and support that help them spot changes earlier, protect loved ones, and navigate hard moments with more confidence. We are proud to support the Alzheimer’s Association not just this month, but year-round, as we continue working toward a future where older adults and the people who care about them are better protected, supported, and seen. #ENDALZ #AlzheimersAwareness #Carefull

Alzheimer’s doesn’t start with a diagnosis — it often starts quietly. A missed bill. A duplicate payment. An unusual transaction. These aren’t just mistakes. They can be early warning signs. At Carefull, we help surface those signals by learning what’s normal and flagging what’s not from missed payments to subtle shifts in behavior. During Alzheimer’s & Brain Awareness Month, it’s a reminder: Protecting financial health is protecting overall health. Early signals matter. Read more: https://lnkd.in/g6vEfzFF

“Protecting wealth today means protecting people, especially during moments of vulnerability,” said David Gunn, Head of U.S. and Canada Business Units at Edward Jones. “By combining trusted, human guidance with thoughtful financial safety support, we help families move forward with clarity and confidence.” Financial safety is no longer a nice-to-have, it is central to how modern firms support families, protect relationships, and preserve financial confidence. That’s why Edward Jones is offering Carefull at no cost to all U.S. clients. For more than 9 million clients and their families, this means broader protection against scams, fraud, identity theft, and financial mistakes, all alongside the trusted guidance of their Edward Jones financial advisor. Learn more: https://lnkd.in/ejBZ8Kte #FinancialSafety #EdwardJones #Carefull

Today, we are proud to announce that Edward Jones has selected Carefull to bring financial safety to families nationwide. Edward Jones is offering Carefull as a complimentary benefit to all U.S. clients, helping more than 9 million clients and their families protect against scams, fraud, identity theft, and everyday money mistakes. This signals that financial safety is now part of a modern wealth management relationship. Together, Carefull and Edward Jones are helping set a new standard for modern financial care: proactive protection, trusted relationships, and support built around the real lives of families. We’re honored Edward Jones trusts Carefull to bring this essential layer of financial safety to families nationwide. Read the full release: https://lnkd.in/e2bp83W7 #FinancialSafety #EdwardJones #Carefull

Every day, bank tellers, advisors, and service reps witness moments that could save a client's life savings. The woman requesting an unusual $70,000 cash withdrawal. The man calling for the fourth time about charges he doesn't recognize. The advisor whose longtime client suddenly can't follow a portfolio summary she's reviewed for years. The instinct to act is there. What's missing is the infrastructure. This Alzheimer's Awareness Month, we're sharing four scenarios that show exactly what's at stake and what changes when financial institutions are built to handle it. Read it here → https://lnkd.in/e8CYBwzP

Come see Carefull on stage at the Luminate Louisiana Credit Union Convention. Cole Mannion will be speaking on "Stop Elder Fraud: The New Role of Credit Unions" from 11 - 11:45am this Wednesday, June 24th. We’ll explore how credit unions can take a more proactive role in detecting and preventing elder fraud, scams, and financial mistakes, all while deepening trust with members and their families.

We are honored to be named Category Leader in User Experience in the 2026 Direct-to-Consumer Identity Protection Services Vendor Scorecard by Javelin Strategy & Research. “User experience is one of the biggest reasons leading financial institutions and advisors choose Carefull. They want to deliver best-in-class protection, but they also want that protection to feel modern, intuitive, and deeply human. Carefull gives them a world-class experience their clients and members can love, while allowing the institution to receive the recognition, loyalty, and trust that come from offering it.” Max Goldman Read the full release: https://lnkd.in/eYWkCfjQ