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Keyword: High net-worth clients

217 results found
We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

The family office firm recently announced a deal with Sagard Holdings

Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors

dollar boat in the bad weather illustration economic instability

Survey finds wealthy investors hold 25% of their holdings in cash

Special Report on Taxes, November 2019

The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to do

extended family walking on beach

Advisors are concerned about account size trends

extended family walking on beach

StatsCan reports the average income of Canada's top 1% of taxpayers rose by 8.5%

Piggy bank with national flag of Canada

Wealth creation is less important than wealth preservation, research finds

  • By: IE Staff
  • September 12, 2019 October 31, 2019
  • 11:44
Female advisor meeting with male client at hotel lobby

A report outlines ways advisors can better serve HNW investors

  • By: IE Staff
  • June 20, 2019 October 31, 2019
  • 13:08
Businessmen climbing corporate ladders new job appointment notice

A survey studied client engagement to determine what makes an exceptional advisor

  • By: IE Staff
  • June 20, 2019 October 17, 2019
  • 12:21
man with laptop computer on sailboat

Products and services for wealthy clients could be bolstered