Seniors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 23 Oct 2024 19:54:26 +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 Seniors – Investment Executive https://www.investmentexecutive.com 32 32 FINRA tightens rules around client lending https://www.investmentexecutive.com/news/from-the-regulators/finra-tightens-rules-around-client-lending/ Wed, 23 Oct 2024 19:54:26 +0000 https://www.investmentexecutive.com/?p=495351 SRO curbs exemptions, toughens firms' approval requirements

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]]> Investment fraudsters embrace innovation https://www.investmentexecutive.com/news/from-the-regulators/investment-fraudsters-embrace-innovation/ Tue, 22 Oct 2024 21:35:44 +0000 https://www.investmentexecutive.com/?p=495299 Tech, crypto schemes top threats to investors, including seniors, NASAA reports

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]]> The new retirement requires a new approach https://www.investmentexecutive.com/inside-track_/susan-silma/the-new-retirement-requires-a-new-approach/ Wed, 16 Oct 2024 20:09:06 +0000 https://www.investmentexecutive.com/?p=494923 It’s time to think differently about retired clients

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]]> 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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]]> Aging at home benefit, GIS boost among gov’t panel recommendations https://www.investmentexecutive.com/news/industry-news/aging-at-home-benefit-gis-boost-among-govt-panel-recommendations/ Wed, 03 Jul 2024 15:52:04 +0000 https://www.investmentexecutive.com/?p=488722 The benefit could delay or prevent premature transfers to a long-term care setting, panel says

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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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]]> How finances can forecast cognitive issues https://www.investmentexecutive.com/news/research-and-markets/how-finances-can-forecast-cognitive-issues/ Mon, 03 Jun 2024 12:18:16 +0000 https://www.investmentexecutive.com/?p=486871 Credit data can help with early detection of memory-related conditions, research finds

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]]> Wedding bells — or alarm bells? https://www.investmentexecutive.com/news/industry-news/wedding-bells-or-alarm-bells/ Mon, 27 May 2024 19:32:45 +0000 https://www.investmentexecutive.com/?p=486516 What to do when you suspect an elderly client is being manipulated in a late-life relationship

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]]> FP Canada introduces 2 new rules https://www.investmentexecutive.com/news/industry-news/fp-canada-introduces-2-new-rules/ Wed, 22 May 2024 18:49:15 +0000 https://www.investmentexecutive.com/?p=486277 Financial planners now have requirements related to trusted contacts, conflicted roles

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]]> Former fund rep fined, banned for fraud https://www.investmentexecutive.com/news/from-the-regulators/former-fund-rep-fined-banned-for-fraud/ Thu, 18 Apr 2024 18:24:02 +0000 https://www.investmentexecutive.com/?p=484291 Retirees duped by fake investment for almost a decade, SRO finds

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