Legislation will allow firms to disclose cases of potential senior financial exploitation without the fear of legal ramifications
The checklists on cognitive decline and financial exploitation will help advisors prepare for the challenges of working with aging investors
The committee is expected to provide input on securities policy and operational developments that affect senior investors
Guidance says dealers and reps have an important role in preventing financial exploitation
Medical professionals in New York state will be educated to recognize if their elderly patients are victims of fraud — and how to report it
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