Keyword: Affluent investors

84 results found

Investment outlook of flush U.S. households reverses January decline

Relationships kept going by apathy and trust

Many intend to finance retirement by selling their home

Salespeople not required to hold formal financial planning qualifications to sell basic products

Affluent investor index records third straight decline

Poll finds growing interest establishing private foundations

  • By: IE Staff
  • August 12, 2004 October 31, 2019
  • 09:05

Affluent investors being short-changed: report

Commercial property writers in Canada posted better underwriting results for the second consecutive year last year, according to a study by A.M. Best Co.But the Oldwick, N.J.-based rating agency says it expects pricing to become more competitive this year, with premium growth averaging 5% to 6% for commercial property.In 2003, the commercial property line’s net […]

  • By: IE Staff
  • July 12, 2004 July 12, 2004
  • 15:02

Women more satisfied with advice than men

Richer and more aggressive, study finds