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Keyword: Seniors

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Senior couple

Policy recommendations to improve aging at home are welcome, but proactive planning still required

senior couple feeding birds

The benefit could delay or prevent premature transfers to a long-term care setting, panel says

Judge looks at papers

Gift to son denied, as it wasn't specifically set out in POA

Senior couple

Credit data can help with early detection of memory-related conditions, research finds

Senior couple

What to do when you suspect an elderly client is being manipulated in a late-life relationship

Old and new sign

Financial planners now have requirements related to trusted contacts, conflicted roles


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