Regulator outlines initiatives to respond to the needs of Ontario seniors and the investment industry
Aging investors seen as particularly vulnerable to financial fraud, unsuitable investments and other risks
IFIC, FAIR Canada and the CCEL favour empowering firms and advisors to stop suspected financial abuse
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
Seniors now make up 19.9% of New Brunswick’s population — the highest percentage in the country.
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.