A STEP Canada session offered communication tips for advisors
Regulator plans to work with provincial regulators and step up efforts to protect vulnerable investors such as seniors
Recent legislation gives financial firms and employees immunity for reporting incidents
"The respondent took advantage of her. The facts are shocking," an MFDA panel said
Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
New members include experts in aging and health, investor advocates and industry personnel
StatsCan report says health status, age, marital status and location of residence more important factors in life satisfaction
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.
The aging of Canada’s population raises challenging legal, regulatory and ethical questions