This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
Gifts to support home purchases rising alongside home prices, CIBC says
Households are facing the dual drags of inflation and higher interest rates, report says
Parents intend to leave a much greater inheritance than their children expect, survey says
Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth
How to Invest
Canada's wealth gap is increasingly a real estate gap, TD report explains
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
Parents are helping children buy houses and start businesses
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need