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The best of everything

Top clients expect top service 24/7

Chart

Risk and the high net-worth client

Wealth preservation is key — and so are returns

Team players

Managing the experts that ultra-rich clients need is a job in itself

The wealthy and SRI: New priorities

Rising numbers of HNW clients are asking about socially responsible investing

“What are my options?”

Alternative investments may hold answers when clients seek both returns and stability

Kids in a candy store

A sudden influx of cash needs careful management and planning

All in the family

Estate planning is a top priority for business owners

Front row seats

Advisors who specialize in serving the affluent share their insights

  • By: IE Staff
  • October 15, 2017 November 9, 2019
  • 00:02

Diversity, liquidity and safety

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

From the editor

Higher interest rates on the horizon?

Fixed income ETFs come in many flavours to help you clients handle rising rates

Table

Sparking a revolution

ETFs are attracting the interest - and the assets - of investors large and small

Pinpointing investment prospects

Sector ETFs allow investors to gain exposure to parts of the market that they believe could outperform

Finding your niche

Zeroing in on your top investment bets

A tale of 2 portfolios

ETF specialists do their best in building sample portfolios

Rules of the trade

Knowing the ins and outs of trading ETFs can help ensure that your clients get the best deal possible

A learning curve

Given that ETFs are becoming more complex, advisors may want to hit the books to stay up to date

Staying on top of change

At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks

A higher purpose

Helping clients meet their financial goals rather than beating benchmarks

The view from the top

Education and having the right tools are becoming priorities for advisors, says the head of PowerShares

What’s in a label?

Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?

CRM2: How to be on the right side of “money in motion”

CRM2: How to be on the right side of “money in motion”

In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors…

CRM2: Three key communication strategies for client satisfaction and retention

CRM2: Three key communication strategies for client satisfaction and retention

In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…

Top three pitfalls in CRM2 client conversations and how to avoid them

Top three pitfalls in CRM2 client conversations and how to avoid them

In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…

CRM2: How to define your fee-worthy value

CRM2: How to define your fee-worthy value

In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…