Wealth transfer – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Nov 2024 18:49:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wealth transfer – Investment Executive https://www.investmentexecutive.com 32 32 Intergenerational wealth transfer can be captured with tech https://www.investmentexecutive.com/inside-track_/david-reeve/intergenerational-wealth-transfer-can-be-captured-with-tech/ Wed, 27 Nov 2024 21:00:26 +0000 https://www.investmentexecutive.com/?p=497282 Engage younger investors on their terms

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]]> B.C. files four unexplained wealth orders so far https://www.investmentexecutive.com/newspaper_/comment-insight/b-c-files-four-unexplained-wealth-orders-so-far/ Tue, 15 Oct 2024 04:10:00 +0000 https://www.investmentexecutive.com/?p=494112 Two provinces fight crime with expanded civil forfeiture powers

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]]> Capturing the mass affluent wealth segment https://www.investmentexecutive.com/inside-track_/david-reeve/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

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]]> Homebuyers lean on family to fund down payments https://www.investmentexecutive.com/news/research-and-markets/homebuyers-lean-on-family-to-fund-down-payments/ Tue, 25 Jun 2024 18:17:34 +0000 https://www.investmentexecutive.com/?p=488391 Gifts to support home purchases rising alongside home prices, CIBC says

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]]> Household wealth growth to slow, evolve https://www.investmentexecutive.com/news/research-and-markets/household-wealth-growth-to-slow-evolve/ Wed, 22 Nov 2023 13:00:21 +0000 https://www.investmentexecutive.com/?p=475777 Households are facing the dual drags of inflation and higher interest rates, report says

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]]> Boomers and millennials have different ideas about inheritance https://www.investmentexecutive.com/news/research-and-markets/boomers-and-millennials-have-different-ideas-about-inheritance/ Tue, 07 Nov 2023 18:22:22 +0000 https://www.investmentexecutive.com/?p=474717 Parents intend to leave a much greater inheritance than their children expect, survey says

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]]> Is financial planning ready for a new generation? https://www.investmentexecutive.com/inside-track_/tashia-batstone/is-financial-planning-ready-for-a-new-generation/ Mon, 31 Jul 2023 19:00:38 +0000 https://www.investmentexecutive.com/?p=469387 Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

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]]> PMs build portfolios for a $10M inheritance https://www.investmentexecutive.com/newspaper_/focus-on-products/pms-build-portfolios-for-a-10m-inheritance/ Mon, 31 Oct 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=454088 How to Invest

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]]> Home ownership divides haves and have-nots https://www.investmentexecutive.com/news/research-and-markets/home-ownership-divides-haves-and-have-nots/ Wed, 05 Oct 2022 19:10:06 +0000 https://www.investmentexecutive.com/?p=453061 Canada's wealth gap is increasingly a real estate gap, TD report explains

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]]> Advisors must improve how they work with wealthy families https://www.investmentexecutive.com/building-your-business/client-communications/advisors-must-improve-how-they-work-with-wealthy-families/ Wed, 10 Aug 2022 15:59:11 +0000 https://www.investmentexecutive.com/?p=449081 False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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