Retirees report a sharp rise in the volume of unsolicited investment calls
Managing emotions around financial decisions is critical to avoiding fraud
US$1.3 million returned to investors
Lowering the tax rates for Canadians over the age of 65 who choose to stay in the labour force is one notable idea
Make sure you consider the possibility of fraud when a senior client’s friend or family member approaches you with unusual instructions
Take leadership in stopping fraud in its tracks and educating your clients about avoiding common sources of fraud
Discussion paper intended to spark a discussion on how industry and regulator can work together to address issues facing older consumers
The act will create incentives for advisors to report possible exploitation as soon as possible
MFDA compliance review finds lack of consistency across mutual fund dealers
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