A tech-savvy advisor to HNW clients says the industry needs to change
Be prepared for the worst — and focus on the client
Demand for sustainable investments will only grow as generational wealth transfer approaches
Slow progress on preparing for looming wealth transfer
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
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
Younger generations also feel much more social responsibility than older generations
Investment and commercial banking departments can provide leads for wealth managers
The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors
Montreal-based investment manager launches LionGuard Opportunities Trust Fund