Seniors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 18 Apr 2024 18:24:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Seniors – Investment Executive https://www.investmentexecutive.com 32 32 Former fund rep fined, banned for fraud https://www.investmentexecutive.com/news/from-the-regulators/former-fund-rep-fined-banned-for-fraud/ Thu, 18 Apr 2024 18:24:02 +0000 https://www.investmentexecutive.com/?p=484291 Retirees duped by fake investment for almost a decade, SRO finds

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]]> SRO panel takes softer line on sanctions https://www.investmentexecutive.com/news/from-the-regulators/sro-panel-takes-softer-line-on-sanctions/ Tue, 30 Jan 2024 17:15:15 +0000 https://www.investmentexecutive.com/?p=479449 The panel found a rep's misconduct to be serious, but not fraudulent or deceitful

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]]> Investor, seniors advocates join OSC committee https://www.investmentexecutive.com/news/from-the-regulators/investor-seniors-advocates-join-osc-committee/ Wed, 10 Jan 2024 20:15:28 +0000 https://www.investmentexecutive.com/?p=478433 Policy group advises regulator on policy, operations, investor education

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]]> Last-chance RRSP opportunities for your 71-year-old client https://www.investmentexecutive.com/inside-track_/jamie-golombek/last-chance-rrsp-opportunities-for-your-71-year-old-client/ Mon, 18 Dec 2023 20:00:01 +0000 https://www.investmentexecutive.com/?p=477469 Before 2023 ends, take advantage of these two planning points

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]]> Online fraud a growing threat to investors, regulators https://www.investmentexecutive.com/news/from-the-regulators/online-fraud-a-growing-threat-to-investors-regulators/ Fri, 15 Dec 2023 19:21:18 +0000 https://www.investmentexecutive.com/?p=477428 IOSCO sounds alarm, calls for action to combat escalating online harm

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]]> More seniors choosing to age in home: CMHC report https://www.investmentexecutive.com/news/research-and-markets/more-seniors-choosing-to-age-in-home-cmhc-report/ Wed, 15 Nov 2023 20:24:46 +0000 https://www.investmentexecutive.com/?p=475425 Seniors living longer may reduce the need for downsizing

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]]> CIRO’s investor office sets broad agenda https://www.investmentexecutive.com/news/from-the-regulators/ciros-investor-office-sets-broad-agenda/ Tue, 14 Nov 2023 14:01:38 +0000 https://www.investmentexecutive.com/?p=475232 Group to focus on investor-advisor relationships, complaints, suitability

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]]> What’s worrying retirees — and their advisors? https://www.investmentexecutive.com/newspaper_/dealers-report-card/whats-worrying-retirees-and-their-advisors/ Mon, 28 Aug 2023 04:10:00 +0000 https://www.investmentexecutive.com/?p=470324 Firms need to address gaps in estate-planning support as cohort of elderly clients grows

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]]> Workers would defer retirement if they could: StatsCan https://www.investmentexecutive.com/news/research-and-markets/workers-would-defer-retirement-if-they-could-statscan/ Tue, 01 Aug 2023 18:08:14 +0000 https://www.investmentexecutive.com/?p=469530 Reducing hours and stress could entice older workers to stay employed, survey finds

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]]> How to protect older investors from digital fraud https://www.investmentexecutive.com/news/industry-news/how-to-protect-older-investors-from-digital-fraud/ Fri, 28 Jul 2023 20:12:07 +0000 https://www.investmentexecutive.com/?p=469440 Setting up verification methods with clients can help prevent them from being fleeced

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