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  1. Rudy Mezzetta
    Wealth preservation is key — and so are returns
  2. Jade Hemeon
    Alternative investments may hold answers when clients seek both returns and stability
  3. Grant McIntyre
    A sudden influx of cash needs careful management and planning
  4. Jade Hemeon
    Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
  5. Dan Richards
    Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
  6. Back Issue

    Team players

    Fiona Collie
    Managing the experts that ultra-rich clients need is a job in itself
  7. Fiona Collie
    Rising numbers of HNW clients are asking about socially responsible investing
  8. Back Issue

    From the editor

    Patricia Chisholm
  9. Back Issue

    Front row seats

    IE Staff
    Advisors who specialize in serving the affluent share their insights
  10. Back Issue

    All in the family

    Jim Middlemiss
    Estate planning is a top priority for business owners