A client’s age has taken on an overly important role when advisors determine suitability of investments for clients
The effects of financial abuse frequently go well beyond the pocketbook
ASC’s annual investor study sheds light on Alberta seniors’ financial security
One-in-four seniors fear they might run out of money before they die
Measures in the OSC’s Seniors Strategy are being adopted elsewhere
The pair took “extreme financial advantage” of a vulnerable senior
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
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