High net-worth clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 14 Nov 2024 20:29:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png High net-worth clients – Investment Executive https://www.investmentexecutive.com 32 32 Fund managers shake off headwinds: Fitch https://www.investmentexecutive.com/news/research-and-markets/fund-managers-shake-off-headwinds-fitch/ Thu, 14 Nov 2024 20:29:27 +0000 https://www.investmentexecutive.com/?p=496765 Firms strong enough to face down weak flows, growing margin pressure

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]]> CRA doubles number of identified global high-wealth groups over 5 years https://www.investmentexecutive.com/news/industry-news/cra-doubles-number-of-identified-global-high-wealth-groups-over-5-years/ Mon, 11 Nov 2024 20:04:35 +0000 https://www.investmentexecutive.com/?p=496452 CRA has identified more than 2,500 groups that belong to the GHW population

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]]> This isn’t your daddy’s bank run: FSB https://www.investmentexecutive.com/news/from-the-regulators/this-isnt-your-daddys-bank-run-fsb/ Thu, 24 Oct 2024 19:31:10 +0000 https://www.investmentexecutive.com/?p=495447 In early 2023, banks faced unprecedented deposit outflows, and evidence suggests social media played a role

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]]> Canadians’ net worth edged higher in Q2: StatCan https://www.investmentexecutive.com/news/research-and-markets/canadians-net-worth-edged-higher-in-q2-statcan/ Thu, 12 Sep 2024 19:15:30 +0000 https://www.investmentexecutive.com/?p=492566 Household assets top $20 trillion, as financial assets climb

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]]> Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/equities/evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:29 +0000 https://www.investmentexecutive.com/?p=486732 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

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]]> Transcript: Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/transcripts/transcript-evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:20 +0000 https://www.investmentexecutive.com/?p=486727 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

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]]> Wedding bells — or alarm bells? https://www.investmentexecutive.com/news/industry-news/wedding-bells-or-alarm-bells/ Mon, 27 May 2024 19:32:45 +0000 https://www.investmentexecutive.com/?p=486516 What to do when you suspect an elderly client is being manipulated in a late-life relationship

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]]> Renters have harder time accumulating wealth: RBC economist https://www.investmentexecutive.com/news/research-and-markets/renters-have-harder-time-accumulating-wealth-rbc-economist/ Thu, 14 Mar 2024 19:13:07 +0000 https://www.investmentexecutive.com/?p=482115 Homeowners' net worth has reached greater levels in comparison

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]]> Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> ETFs provide efficient investment opportunities for windfalls small and large https://www.investmentexecutive.com/newspaper_/focus-on-products/etfs-provide-efficient-investment-opportunities-for-windfalls-small-and-large/ Mon, 11 Dec 2023 05:06:00 +0000 https://www.investmentexecutive.com/?p=476582 How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

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