Elderly – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 10 Jul 2024 19:16:29 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Elderly – Investment Executive https://www.investmentexecutive.com 32 32 Clients are aging. Are their financial plans ready? https://www.investmentexecutive.com/news/research-and-markets/clients-are-aging-are-their-financial-plans-ready/ Wed, 10 Jul 2024 19:16:29 +0000 https://www.investmentexecutive.com/?p=489145 Policy recommendations to improve aging at home are welcome, but proactive planning still required

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]]> B.C. court rules on limits to powers of attorney https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-rules-on-limits-to-powers-of-attorney/ Tue, 18 Jun 2024 19:40:34 +0000 https://www.investmentexecutive.com/?p=487969 Gift to son denied, as it wasn't specifically set out in POA

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]]> What’s worrying retirees — and their advisors? https://www.investmentexecutive.com/newspaper_/dealers-report-card/whats-worrying-retirees-and-their-advisors/ Mon, 28 Aug 2023 04:10:00 +0000 https://www.investmentexecutive.com/?p=470324 Firms need to address gaps in estate-planning support as cohort of elderly clients grows

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]]> Reducing mortality risk https://www.investmentexecutive.com/newspaper_/reducing-mortality-risk/ Mon, 22 Nov 2021 05:03:00 +0000 https://www.investmentexecutive.com/?p=433835 Elderly clients can take steps to help themselves enjoy longer, healthier lives

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]]> Marketing company spun data into elder fraud, DoJ says https://www.investmentexecutive.com/news/from-the-regulators/marketing-company-spun-data-into-elder-fraud-doj-says/ Wed, 27 Jan 2021 21:59:30 +0000 https://www.investmentexecutive.com/?p=414972 U.S. firm settles charges that it sold data to be used in fraudulent schemes

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]]> Protecting older investors through a regulatory safe harbour https://www.investmentexecutive.com/inside-track_/paul-bourque/protecting-older-investors-through-a-regulatory-safe-harbour/ Wed, 02 Sep 2020 19:36:35 +0000 https://www.investmentexecutive.com/?p=406501 A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

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]]> Letter: Proposed rules on vulnerable clients need clarification https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-proposed-rules-on-vulnerable-clients-need-clarification/ Wed, 15 Jul 2020 20:51:27 +0000 https://www.investmentexecutive.com/?p=404179 The CSA framework is an important first step, but more details are required, writes the vice president of IIAC

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]]> RBC Wealth partners with National Institute on Aging https://www.investmentexecutive.com/news/industry-news/rbc-wealth-partners-with-national-institute-on-aging/ Mon, 15 Jun 2020 21:20:17 +0000 https://www.investmentexecutive.com/?p=402391 RBC and NIA hope to increase awareness of elder abuse and estate planning through a three-year partnership

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]]> AMF invites industry to combat elder abuse https://www.investmentexecutive.com/news/from-the-regulators/amf-invites-industry-to-combat-elder-abuse/ Thu, 11 Jun 2020 20:25:08 +0000 https://www.investmentexecutive.com/?p=402233 Regulator issues guide on detecting harm to seniors

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]]> CSA recruits firms to fight elder fraud https://www.investmentexecutive.com/news/from-the-regulators/csa-recruits-firms-to-fight-elder-fraud/ Thu, 05 Mar 2020 16:13:37 +0000 https://www.investmentexecutive.com/?p=396301 Regulators propose measures to help firms protect vulnerable clients

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