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Excited happy senior business man sitting on a floor with piggy bank under a money rain isolated on gray wall background.

Uniform standards to protect U.S. investors take effect

Investment industry firms urged to do more to prepare for and respond to the needs of vulnerable investors

Technology can help older clients manage both long-term assets and daily finances

With the population aging, there are many reasons clients may have impaired cognition. Here’s how to protect yourself and your clients

  • By: Leah Golob
  • November 9, 2017 November 9, 2017
  • 10:00

Seniors now make up 19.9% of New Brunswick’s population — the highest percentage in the country.

FINRA seniors’ hotline leads to US$4.3 million in reimbursements

Industry and regulators need to apply greater resources to stop financial fraud against seniors

The IAP notes such provisions were recently adopted in the U.S.

Elder abuse: Protect your clients and your practice

Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse (Part 1 of 4)

The regulator released a video providing advice for senior investors on what to consider when their existing advisor retires

It’s critical for seniors to understand how to protect themselves from financial abuse given that the majority of cases will involve people who are close to them