Many wealthy clients have different financial advisors for various tasks. But when you become the quarterback for these other advisors, your high net-worth clients will come to see you as the one advisor they cannot manage without
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
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