A high net-worth client describes what turned him off during his search for a financial advisor - and what one candidate did to make the client want to work with that advisor
The ability to provide philanthropic advice can help you attract wealthy clients
New study finds that a growing number of wealthy Canadians are new immigrants, first-generation Canadians and women
Personal pension plan gives independent advisors another product for HNW clients
Advisors have long been demanding specialized services for HNW clients; it appears firms are listening
HNW investors are adding fee-based accounts more often than other clients
Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. Swystun and Nairne give pragmatic tips on how to ensure your HNW clients steer clear of fragmentation and build a cohesive management strategy. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Accredited investors can find returns in low-risk real assets such as agriculture
Look for opportunities in Europe and precious metals
Roxana Colquhoun and Ben Slager bring complementary skills and knowledge of the HNW community