Seniors

Planning and Advice

OSC names members of Seniors Expert Advisory Committee

Members will serve a one-year term

By Staff |June 2, 2021

1 min read

Industry

Most Canadians aren’t planning for long-term care costs: survey

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

By Staff |May 11, 2021

2 min read

Industry

How dealers can protect vulnerable clients

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

By James Langton |April 27, 2021

3 min read

Industry

Work-from-home risks for advisors

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

By Michelle Schriver |April 23, 2021

3 min read

Planning and Advice

Loneliness adds to at-risk seniors’ vulnerability: report

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

By James Langton |March 22, 2021

2 min read

Industry

Research finds retirees curb spending to preserve assets

Retirement spending needs are complex and shifting, research finds

By James Langton |March 16, 2021

1 min read

Planning and Advice

Pandemic influencing retirement priorities, survey says

More Canadians are thinking about aging at home and living closer to family

By Staff |February 18, 2021

1 min read

Industry

Pandemic makes seniors more vulnerable to fraud, regulators warn

Social isolation has contributed to seniors’ fraud risk, according to an alert from NASAA

By James Langton |February 9, 2021

2 min read

Advisor's Edge

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

By Susan Goldberg |February 5, 2021

9 min read

Industry

Debt, slower growth in net worth weigh on Canadians pre-pandemic

Fewer people report being debt-free in their retirement years, StatsCan says

By Staff |December 23, 2020

2 min read

← Previous 1 2 3 4 5 6 Next →