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Rising numbers of HNW clients are asking about socially responsible investing

Alternative investments may hold answers when clients seek both returns and stability

A sudden influx of cash needs careful management and planning

Advisors who specialize in serving the affluent share their insights

  • By: IE Staff
  • October 15, 2017 January 19, 2018
  • 00:02

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

Mandeville, Smart Money introduce WealthPort service

In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances

  • By: Leah Golob
  • September 28, 2017 September 28, 2017
  • 14:00
Top taxfilers see incomes rise

The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds

  • By: IE Staff
  • September 25, 2017 December 14, 2017
  • 15:10

Increased cross-border capabilities make it easier for high-net worth individuals and families to bank in both Canada and the U.S.

  • By: IE Staff
  • August 16, 2017 December 19, 2017
  • 13:15
High-income men more likely to be emotional investors

This demographic is also more likely to buy a stock based on a friend’s recommendation

  • By: IE Staff
  • June 21, 2017 December 19, 2017
  • 10:50
33seven introduces digital vault for HNW clients

The Trusted Advisors feature will improve the sharing and fiduciary tracking of important documents among BlueRock clients and advisors

  • June 15, 2017 December 19, 2017
  • 10:45