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Keyword: Seniors

43 results found
Banks

The bank was fined $400,000 after it overcharged seniors $31 million

Senior Couple Talking To Financial Advisor At Home

The measures are intended to help protect older and vulnerable clients

Senior couple doing the income tax declaration online

Financial industry can be the first line of defence against exploitation of vulnerable investors

senior woman with laptop

According to the CSA, 91% of Canadians say they face barriers to discussing finances with older adults

  • By: Staff
  • June 15, 2021 June 15, 2021
  • 13:41
HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Members will serve a one-year term

  • By: Staff
  • June 2, 2021 June 2, 2021
  • 14:40
Close up of senior woman on tablet

Research from Edward Jones finds the cost of care is rising by 4% per year

  • By: Staff
  • May 11, 2021 May 11, 2021
  • 10:41

A new MFDA paper aims to take the mystery out of client vulnerability

mouse in danger surrounded by mouse traps

At the FMFD's digital conference, a litigation expert discussed data privacy tips and why communication with seniors is paramount

FINRA found that isolation can impact decision-making, including when it comes to finances

Retirement spending needs are complex and shifting, research finds