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Keyword: Affluent investors

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blur or defocus image of the lobby of a modern art center

Collectors are motivated by a desire to support arts and culture

last will and testament waiting to be filled and signed

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 August 14, 2018
  • 12:20
Is your communication program up to snuff?

The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds

CIBC Asset Management launches program for affluent investors

The Renaissance Private Investment Program consists of 13 investment pool funds that cover a range of asset classes

Wealth preservation, wealth transfer, and legacy are top issues for the super rich

TIGER 21 releases annual Member Favorites Survey

  • By: IE Staff
  • December 16, 2014 December 16, 2014
  • 12:15

The number of millionaires has jumped 164% since 2000

The combined wealth of the world’s billionaires rises to US$7.3 trillion

Key is understanding — not judging — spending patterns to help with retirement savings

The wealth gap should be addressed by raising capital gains taxes and increasing income tax rates on high earners, says CCPA report