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Keyword: Elderly

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senior man giving credit card details on the phone

U.S. firm settles charges that it sold data to be used in fraudulent schemes

Cropped shot of a cheerful elderly woman hugging her husband who's in a wheelchair at home during the day

A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

Cropped shot of a cheerful elderly woman hugging her husband who's in a wheelchair at home during the day

The CSA framework is an important first step, but more details are required, writes the vice president of IIAC

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

RBC and NIA hope to increase awareness of elder abuse and estate planning through a three-year partnership

closeup old hand with crutch

Regulator issues guide on detecting harm to seniors

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