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Elder abuse: Protect your clients and your practice

Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse (Part 1 of 4)

The regulator released a video providing advice for senior investors on what to consider when their existing advisor retires

It’s critical for seniors to understand how to protect themselves from financial abuse given that the majority of cases will involve people who are close to them

Demographic changes are impacting the retirement landscape

A rise in debt levels or wages, more favourable employment opportunities, or better health may be driving seniors to work, StatsCan reports

Caregiving costs for aging Canadians having impact on families

The groups are aiming to develop a mechanism to help firms and advisors protect clients who may be victims of elder abuse or with diminished mental capacity

Caregiving costs for aging Canadians having impact on families

Advisors might work to factor in the projected costs for caregiving when drafting clients’ retirement plan, CIBC report suggests

Tap your inner circle for new clients

Imbalances looming between working age adults and those collecting pensions and placing demands on health services

Caregiving costs for aging Canadians having impact on families

Creating a family playbook can help ensure everyone feels well prepared for the years ahead

CUs make notable contributions to economy, communities, report finds

New CARP survey finds that 89% of Canadians over the age of 55 are in favour of a best interest standard while 79% are opposed to embedded fees

The helpline has also led to almost 650 issues being referred to other regulators, the U.S. SRO reports