Caps and redesignations for Series E and F, replacement series launched
Advisors want to avoid deal breaker situations that could trigger a client’s departure
Clients are looking for digital capabilities including access of portfolio information, research data and searching for products and services
Confidence in wealth management industry climbs, but firms have more to do to meet HNWI needs
Nine mandates represent a broad range of key asset classes
Many wealthy clients have different financial advisors for various tasks. But when you become the quarterback for these other advisors, your high net-worth clients will come to see you as the one advisor they cannot manage without
Jennifer Fuhr takes over for Hal Walker
Women of all ages do not take as active a role as they should in investing
Treat financial literacy and estate planning conversations as an ongoing project
Series of funds will be tailored to higher net worth Canadians