Gap between independent and bank channels could be more perception than reality, however
Three-quarters of widowed and divorced women wish they had been more involved in finances
Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM
Clients are becoming more demanding about structuring their wealth in tax-efficient but legal ways
The new service fits with the bank’s aim to serve HNW clients
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets