Dan Richards explains how to create meeting agendas tailored to engage your high net-worth clients (part 2 of 8)
The new framework defines the credentials deemed critical for advising wealthy clients
CI Global Private Real Estate Fund will invest indirectly in units of CBRE Global Investment Partners Global Alpha Fund
The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management
Investors can position their equities “toward companies that have a greater proportion of senior female managers,” the report recommends
A reduction in the highest U.S. income tax bracket could encourage high earners to move stateside while a repeal of the estate tax means complex planning may not be needed
One way to differentiate yourself is to develop plans that align with your HNW clients’ values
The cloud-based platform, which can be accessed by clients, family members and their most trusted advisors, provides secure access to important financial planning documents
Desjardins Transatlantique – Private Wealth Management caters to clients in Canada and France who conduct professional or personal business abroad
Canada had 268,500 tax filers in the top 1% in 2014, earning at least $225,100