New advice channel caters to high net-worth clients
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Julie Cowan is Grayhawk's new relationship lead for high-net-worth clients
New product developed in partnership with U.S.-based asset manager Adams Street Partners
Wealthy donors may need help doing due diligence before they give
Wealthy investors rely more on professional advice, study finds
The family office firm recently announced a deal with Sagard Holdings
Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors
Survey finds wealthy investors hold 25% of their holdings in cash
The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to do