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Keyword: Elderly

29 results found
FINRA seniors’ hotline leads to US$4.3 million in reimbursements

Regulators propose measures to help firms protect vulnerable clients

Caregiver, carer hand holding elder hand woman in hospice care. Philanthropy kindness to disabled concept.Public Service Recognition Week (Caregiver, carer hand holding elder hand woman in hospice care. Philanthropy kindness to disabled concept.Public

Data from 2018 shows one in four Canadians aged 15 or older were tasked with caregiving

Serving elderly and disabled clients

As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business

closeup old hand with crutch

Survey finds income doesn’t significantly factor into people’s fears of running out of money

  • By: IE Staff
  • August 14, 2019 October 31, 2019
  • 13:09
closeup old hand with crutch

Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

stressed senior couple calculating budget at home

IIROC survey shows support for protecting vulnerable clients, while CSA suggests best practices

  • By: IE Staff
  • June 21, 2019 October 31, 2019
  • 12:58
Block letters spelling fraud, with magnifying glass

Cases include tech-support fraud schemes

Make adjustments to accommodate your older clients’ physical and mental limitations

Senior clients represent an important market, but dealing with them requires patience

World Elder Abuse Awareness Day is June 15

  • By: IE Staff
  • June 13, 2014 December 19, 2017
  • 10:40