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Keyword: High net-worth clients

201 results found

Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

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Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

A tech-savvy advisor to HNW clients says the industry needs to change

  • By: Leah Golob
  • October 15, 2018 February 14, 2019
  • 00:23

Be prepared for the worst — and focus on the client

emale hand watering young plant with stack coin

Demand for sustainable investments will only grow as generational wealth transfer approaches

extended family walking on beach

Slow progress on preparing for looming wealth transfer

  • September 25, 2018 February 14, 2019
  • 17:00
close up view of new 100 Canadian dollar banknotes

Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy

globe of money gold

Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers

  • By: IE Staff
  • June 19, 2018 February 14, 2019
  • 12:00
emale hand watering young plant with stack coin

Younger generations also feel much more social responsibility than older generations

  • By: Leah Golob
  • June 12, 2018 February 14, 2019
  • 15:47
Bank building exterior and interior

Investment and commercial banking departments can provide leads for wealth managers

  • By: Leah Golob
  • June 12, 2018 February 14, 2019
  • 12:55