The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
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
Smart use of the new smart financial tools can enhance your practice
Alternative investments can provide needed growth, but advisors need to look under the hood
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance
Permanent life insurance can be good value for wealthy clients who can afford the upfront costs
A tech-savvy advisor to HNW clients says the industry needs to change
Be prepared for the worst — and focus on the client
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…
Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds