"Know your client" takes on new meaning when the person sitting across from you is a senior whose mental capacity may be diminished. Declining mental and physical capacity as well as estate-planning and family issues raise a host of red flags
Training program for banking staff could be coming to Canada
Financial literacy strategies must take seniors’ needs into account
Incoming president to focus on the protection of senior investors
Senior investor fraud and abuse is an ever-growing problem
Here’s what advisors should do when they suspect a client’s ability to make significant financial decisions is deteriorating
Seniors a priority, regulator says
No-cost accounts for low-income seniors, youth and students
Guidance notes from IIROC and IIAC flag concerns about designations claiming special expertise with elderly clients
As a glut of baby boomers enters retirement age, the support services advisors receive to help these clients deal with their unique issues in retirement is becoming ever more important to advisors' businesses