Home Financial abuse

Keyword: Financial abuse

40 results found
new rules

The certification body also proposed a "monitor and review" practice standard

  • By: IE Staff
  • November 14, 2023 November 14, 2023
  • 15:40
Senior woman smiling surrounded by people at a dinner party

The rules are changing for older and vulnerable clients as the proportion of Canadians navigating retirement increases

  • By: Katie Keir
  • November 21, 2022 November 21, 2022
  • 00:18

A CSA survey reveals challenges related to financial abuse

  • By: IE Staff
  • June 15, 2021 June 15, 2021
  • 13:55
closeup old hand with crutch

Regulator issues guide on detecting harm to seniors

senior man giving credit card details on the phone

Regulators' efforts to prevent abuse are gaining traction

red warning flag on a stormy beach

Advisors must be "prepared to talk to clients in crisis"

beautiful senior couple having a walk along embankment, man with cane

A report finds that suspected exploitation quadrupled between 2013 and 2017

Canadian money in the black wallet

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse. But they have begun to show a willingness to develop workable solutions.

loseup portrait senior man protecting a piggy bank

The effects of financial abuse frequently go well beyond the pocketbook

  • By: IE Staff
  • June 18, 2018 November 13, 2019
  • 06:00
loseup portrait senior man protecting a piggy bank

The pair took “extreme financial advantage” of a vulnerable senior