Industry

Assante Wealth Management launches philanthropic platform

Assante Wealth Management has launched a program to let clients incorporate philanthropy into their wealth plan. The Charitable Giving program allows investors to use donor-advised funds (DAF) to support charities important to them, said the firm in a release. “Assante has provided philanthropic support to clients over the years, but with the launch of a […]

By Staff |June 19, 2018

1 min read

Insurance firms eye M&A and partnerships for growth: KPMG

Looking for acquisitions to transform their firm for the future

By Staff |June 19, 2018

2 min read

Wealth of global HNW individuals exceeded US$70T for first time: report

Asia-Pacific and North America saw the highest growth

By Staff |June 19, 2018

2 min read

CCIR releases model disclosure document for segregated funds

The Canadian Council of Insurance Regulators (CCIR) has released a final version of its proposed content for the client account statement for segregated funds along with a prototype of the statement. The model disclosure document was released as a follow-up to a 2017 position paper on segregated funds, said the organization in a release. The […]

By Staff |June 19, 2018

2 min read