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Keyword: Seniors

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Court.

Retirees duped by fake investment for almost a decade, SRO finds

Judge looks at papers

The panel found a rep's misconduct to be serious, but not fraudulent or deceitful

High angle view of businesspeople over boardroom table collaborating celebrating

Policy group advises regulator on policy, operations, investor education

advisor-client meeting

Before 2023 ends, take advantage of these two planning points

Technology security concept. Modern safety digital background. Protection system

IOSCO sounds alarm, calls for action to combat escalating online harm

senior woman on a laptop

Seniors living longer may reduce the need for downsizing

investor protection

Group to focus on investor-advisor relationships, complaints, suitability

Couple getting financial retirement advice from consultant at home

Firms need to address gaps in estate-planning support as cohort of elderly clients grows

senior colleague back to work with face mask greeting on each other in office morning stock photo

Reducing hours and stress could entice older workers to stay employed, survey finds

senior woman on a computer

Setting up verification methods with clients can help prevent them from being fleeced