Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors
Survey finds wealthy investors hold 25% of their holdings in cash
The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to do
Advisors are concerned about account size trends
StatsCan reports the average income of Canada's top 1% of taxpayers rose by 8.5%
Wealth creation is less important than wealth preservation, research finds
A report outlines ways advisors can better serve HNW investors
A survey studied client engagement to determine what makes an exceptional advisor
Products and services for wealthy clients could be bolstered
Management fees have been reduced by an average of 25%