Jennifer Fuhr takes over for Hal Walker
Women of all ages do not take as active a role as they should in investing
Treat financial literacy and estate planning conversations as an ongoing project
Series of funds will be tailored to higher net worth Canadians
Connor, Clark & Lunn Funds Inc. said Wednesday that CC&L Market Neutral Fund will be closed to all new investments, effective April 11. At CC&L says fund assets have grown at a much faster pace than anticipated, and the firm believes it prudent to close the fund to new investments for the benefit of existing […]
Will business model help firm grow in the crowded HNW space?
A new report finds charitable donations by HNW Canadians have returned to pre-recession levels
The growth in high net-worth individuals across North America has Canada's banks looking abroad more than ever
Most advisors recognize their clients' lack of communication with family members as a problem. Here are some ways to address this gap
High net-worth individuals are more trusting of financial services firms and willing to take on more risk