Affluent investors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 07 Jun 2023 13:36:13 +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 Affluent investors – Investment Executive https://www.investmentexecutive.com 32 32 Shift your paradigm to after-tax portfolio management https://www.investmentexecutive.com/insight/columns/shift-your-paradigm-to-after-tax-portfolio-management/ Wed, 07 Jun 2023 19:00:43 +0000 https://www.investmentexecutive.com/?p=466935 Implement these five steps to better serve affluent clients

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]]> Private markets getting more accessible to public as funds roll out credit options https://www.investmentexecutive.com/news/industry-news/private-markets-getting-more-accessible-to-public-as-funds-roll-out-credit-options/ Thu, 23 Mar 2023 16:19:00 +0000 https://www.investmentexecutive.com/?p=462678 Markets for both private debt and private equity have swelled over the last decade

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]]> Address clients’ emotional biases to improve investment decisions https://www.investmentexecutive.com/news/research-and-markets/address-clients-emotional-biases-to-improve-investment-decisions/ Thu, 14 Oct 2021 18:03:59 +0000 https://www.investmentexecutive.com/?p=431369 Investors admitted to being biased toward information that's recent and readily available, Cerulli research suggests

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]]> Research reveals HNW investors’ motivations https://www.investmentexecutive.com/newspaper_/news-newspaper/research-reveals-hnw-investors-motivations/ Mon, 02 Nov 2020 05:18:00 +0000 https://www.investmentexecutive.com/?p=409766 Wealthy investors rely more on professional advice, study finds

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]]> How advisors can improve service for affluent clients https://www.investmentexecutive.com/news/research-and-markets/how-advisors-can-improve-service-for-affluent-clients/ Thu, 20 Jun 2019 17:08:58 +0000 https://www.investmentexecutive.com/?p=383703 A report outlines ways advisors can better serve HNW investors

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]]> Wealthy investors bullish on global economy, stocks, UBS finds https://www.investmentexecutive.com/news/research-and-markets/wealthy-investors-bullish-on-global-economy-stocks-ubs-finds/ Tue, 07 May 2019 16:16:14 +0000 https://www.investmentexecutive.com/?p=381437 Survey finds 51% are optimistic about global economic prospects

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]]> Assante announces pricing changes for HNW clients https://www.investmentexecutive.com/news/products/assante-announces-pricing-changes-for-hnw-clients/ Mon, 08 Apr 2019 20:50:33 +0000 https://www.investmentexecutive.com/?p=379904 Management fees have been reduced by an average of 25%

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]]> High-net worth investors are active art collectors https://www.investmentexecutive.com/news/industry-news/high-net-worth-investors-are-active-art-collectors/ Wed, 14 Mar 2018 21:40:18 +0000 https://www.investmentexecutive.com/?p=347835 Collectors are motivated by a desire to support arts and culture

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]]> Affluent Canadians not disclosing estate plans with heirs https://www.investmentexecutive.com/news/industry-news/affluent-canadians-not-disclosing-estate-plans-with-heirs/ Tue, 30 Jan 2018 17:20:28 +0000 https://www.investmentexecutive.com/?p=345719 Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

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]]> Investors want a blend of digital and traditional financial advice https://www.investmentexecutive.com/news/industry-news/investors-want-a-blend-of-digital-and-traditional-financial-advice/ Fri, 07 Apr 2017 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/investors-want-a-blend-of-digital-and-traditional-financial-advice/ The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds

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