No-cost accounts for low-income seniors, youth and students
Guidance notes from IIROC and IIAC flag concerns about designations claiming special expertise with elderly clients
As a glut of baby boomers enters retirement age, the support services advisors receive to help these clients deal with their unique issues in retirement is becoming ever more important to advisors' businesses
Although it’s unfair for advisors to shoulder the burden of watching over senior clients’ financial safety, the regulators are leaning on advisors — understand this requirement
New report outlines best practices for serving senior clients
A large portion of older clients use the popular social-media platform
A proposed guidance will address issues of compliance, supervision and other practices when serving senior investors
New resource is part of FCAC’s program focusing on improving financial literacy around specific life events
Dealers should put more of a focus on training their advisors on how to work with seniors
Your Money Seniors builds on success of program for students