Wealth transfer – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 21 Nov 2023 22:59:15 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wealth transfer – Investment Executive https://www.investmentexecutive.com 32 32 Household wealth growth to slow, evolve https://www.investmentexecutive.com/news/research-and-markets/household-wealth-growth-to-slow-evolve/ Wed, 22 Nov 2023 13:00:21 +0000 https://www.investmentexecutive.com/?p=475777 Households are facing the dual drags of inflation and higher interest rates, report says

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]]> Boomers and millennials have different ideas about inheritance https://www.investmentexecutive.com/news/research-and-markets/boomers-and-millennials-have-different-ideas-about-inheritance/ Tue, 07 Nov 2023 18:22:22 +0000 https://www.investmentexecutive.com/?p=474717 Parents intend to leave a much greater inheritance than their children expect, survey says

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]]> Is financial planning ready for a new generation? https://www.investmentexecutive.com/inside-track_/tashia-batstone/is-financial-planning-ready-for-a-new-generation/ Mon, 31 Jul 2023 19:00:38 +0000 https://www.investmentexecutive.com/?p=469387 Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

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]]> PMs build portfolios for a $10M inheritance https://www.investmentexecutive.com/newspaper_/focus-on-products/pms-build-portfolios-for-a-10m-inheritance/ Mon, 31 Oct 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=454088 How to Invest

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]]> Home ownership divides haves and have-nots https://www.investmentexecutive.com/news/research-and-markets/home-ownership-divides-haves-and-have-nots/ Wed, 05 Oct 2022 19:10:06 +0000 https://www.investmentexecutive.com/?p=453061 Canada's wealth gap is increasingly a real estate gap, TD report explains

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]]> Advisors must improve how they work with wealthy families https://www.investmentexecutive.com/building-your-business/client-communications/advisors-must-improve-how-they-work-with-wealthy-families/ Wed, 10 Aug 2022 15:59:11 +0000 https://www.investmentexecutive.com/?p=449081 False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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]]> Affluent Canadians want to help both their children and the world, research finds https://www.investmentexecutive.com/news/research-and-markets/affluent-canadians-want-to-help-both-their-children-and-the-world-research-finds/ Tue, 23 Nov 2021 16:49:27 +0000 https://www.investmentexecutive.com/?p=434454 Parents are helping children buy houses and start businesses

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]]> More Canadians are looking to pass on inheritance early, study finds https://www.investmentexecutive.com/news/research-and-markets/more-canadians-are-looking-to-pass-on-inheritance-early-study-finds/ Tue, 16 Nov 2021 17:13:37 +0000 https://www.investmentexecutive.com/?p=433852 Some want to see loved ones enjoy their inheritance, while others are motivated by financial need

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]]> Household assets to approach $10 trillion by 2030 https://www.investmentexecutive.com/news/research-and-markets/household-assets-to-approach-10-trillion-by-2030/ Thu, 30 Sep 2021 19:20:50 +0000 https://www.investmentexecutive.com/?p=430120 Asset growth will slow amid evolving demographics, Investor Economics forecasts

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]]> Unequal wealth in the U.S. undermines retirement, research suggests https://www.investmentexecutive.com/news/research-and-markets/unequal-wealth-in-the-u-s-undermines-retirement-research-suggests/ Wed, 01 Sep 2021 17:19:55 +0000 https://www.investmentexecutive.com/?p=427921 Financial assets are concentrated among the few

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