High net-worth clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 14 Mar 2024 19:13:07 +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 High net-worth clients – Investment Executive https://www.investmentexecutive.com 32 32 Renters have harder time accumulating wealth: RBC economist https://www.investmentexecutive.com/news/research-and-markets/renters-have-harder-time-accumulating-wealth-rbc-economist/ Thu, 14 Mar 2024 19:13:07 +0000 https://www.investmentexecutive.com/?p=482115 Homeowners' net worth has reached greater levels in comparison

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]]> Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> ETFs provide efficient investment opportunities for windfalls small and large https://www.investmentexecutive.com/newspaper_/focus-on-products/etfs-provide-efficient-investment-opportunities-for-windfalls-small-and-large/ Mon, 11 Dec 2023 05:06:00 +0000 https://www.investmentexecutive.com/?p=476582 How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

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]]> Household wealth growth to slow, evolve https://www.investmentexecutive.com/news/research-and-markets/household-wealth-growth-to-slow-evolve/ Wed, 22 Nov 2023 13:00:21 +0000 https://www.investmentexecutive.com/?p=475777 Households are facing the dual drags of inflation and higher interest rates, report says

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]]> Fund manager fortunes a mixed bag: Fitch https://www.investmentexecutive.com/news/research-and-markets/fund-manager-fortunes-a-mixed-bag-fitch/ Thu, 21 Sep 2023 20:39:52 +0000 https://www.investmentexecutive.com/?p=472052 In challenging markets, mass retail firms face greater pressure on fund flows

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]]> Tighter AMT rules a pain for trusts https://www.investmentexecutive.com/newspaper_/news-newspaper/tighter-amt-rules-a-pain-for-trusts/ Fri, 08 Sep 2023 18:01:57 +0000 https://www.investmentexecutive.com/?p=471249 Ineligibility for the basic exemption disadvantages commonly used structures

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]]> Private credit faces stress test: Moody’s https://www.investmentexecutive.com/news/research-and-markets/private-credit-faces-stress-test-moodys/ Tue, 27 Jun 2023 21:06:31 +0000 https://www.investmentexecutive.com/?p=468027 With factors that drove growth now in reverse, sector confronts array of headwinds

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]]> Post-merger UBS faces profit, execution risks https://www.investmentexecutive.com/news/research-and-markets/post-merger-ubs-faces-profit-execution-risks/ Wed, 21 Jun 2023 17:27:38 +0000 https://www.investmentexecutive.com/?p=467697 DBRS affirms ratings on UBS, Credit Suisse, but outlook is negative

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]]> Canada Life acquires Value Partners Group https://www.investmentexecutive.com/news/industry-news/canada-life-acquires-value-partners-group/ Tue, 13 Jun 2023 20:00:40 +0000 https://www.investmentexecutive.com/?p=467269 Deal adds investment counsel portfolio managers to Canada Life

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]]> Tougher minimum tax regime poses planning challenge https://www.investmentexecutive.com/newspaper_/news-newspaper/tougher-minimum-tax-regime-poses-planning-challenge/ Fri, 05 May 2023 04:13:00 +0000 https://www.investmentexecutive.com/?p=464689 Wealthy clients who earn capital gains and make large donations will be hit

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