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Keyword: High net-worth clients

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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 June 20, 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 July 10, 2019
  • 12:21
man with laptop computer on sailboat

Products and services for wealthy clients could be bolstered

stock exchange graph

Management fees have been reduced by an average of 25%

  • By: IE Staff
  • April 8, 2019 July 1, 2019
  • 16:50
Maxime Ménard

Seizing new opportunities while preserving the culture of a firm founded in 1955

CIBC HQ

The bank unveiled its specialized package on Thursday

Medical doctor wearing blue uniform holding happy funny smiling piggybank

The new offering positions Scotiabank to compete with TD’s Management for Health Care Practitioners program

  • By: IE Staff
  • March 27, 2019 July 10, 2019
  • 13:55
mature couple with young financial advisor

Gap between independent and bank channels could be more perception than reality, however

Team of diverse businesswomen

Three-quarters of widowed and divorced women wish they had been more involved in finances

Woman's hand using mobile phone o

Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM

  • By: IE Staff
  • January 29, 2019 July 10, 2019
  • 10:30