Seniors

Industry

Upcoming census release to show how country is aging

Life expectancy changes may reshape policy decisions

By Jordan Press, The Canadian Press |April 25, 2022

3 min read

Industry

FINRA seeks to speed arb for ill, elderly

American SRO proposes rule to accelerate resolutions for vulnerable investors

By James Langton |March 18, 2022

2 min read

Advisor's Edge

When a client request raises red flags

Thorough KYC lays the groundwork for advisory action

By Michelle Schriver |March 14, 2022

3 min read

Industry

TD fined over account fee disclosure failure

The bank was fined $400,000 after it overcharged seniors $31 million

By James Langton |September 30, 2021

3 min read

Industry

New rules enable firms to use temporary holds, seek trusted contacts

The measures are intended to help protect older and vulnerable clients

By James Langton |July 15, 2021

2 min read

Industry

Regulators look to industry to protect seniors

Financial industry can be the first line of defence against exploitation of vulnerable investors

By James Langton |June 16, 2021

1 min read

Industry

Few are taking action to prevent elder abuse: survey

According to the CSA, 91% of Canadians say they face barriers to discussing finances with older adults

By Staff |June 15, 2021

2 min read

Planning and Advice

OSC names members of Seniors Expert Advisory Committee

Members will serve a one-year term

By Staff |June 2, 2021

1 min read

Industry

Most Canadians aren’t planning for long-term care costs: survey

Research from Edward Jones finds the cost of care is rising by 4% per year

By Staff |May 11, 2021

2 min read

Industry

How dealers can protect vulnerable clients

A new MFDA paper aims to take the mystery out of client vulnerability

By James Langton |April 27, 2021

3 min read

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