FINRA to accelerate arbitration process for vulnerable clients
Despite the increase, the 2023 life expectancy level remains below pre-pandemic levels
Policy recommendations to improve aging at home are welcome, but proactive planning still required
Gift to son denied, as it wasn't specifically set out in POA
Firms need to address gaps in estate-planning support as cohort of elderly clients grows
Elderly clients can take steps to help themselves enjoy longer, healthier lives
U.S. firm settles charges that it sold data to be used in fraudulent schemes
A safe harbour provision is necessary to ensure advisors act in their clients’ best interests
The CSA framework is an important first step, but more details are required, writes the vice president of IIAC
RBC and NIA hope to increase awareness of elder abuse and estate planning through a three-year partnership