Wealth management summit: Our complete HNW session coverage

By Staff | September 14, 2004 | Last updated on September 14, 2004
1 min read

(September 2004) In case you missed the Strategy Institute’s recent wealth management conference in Toronto (or Advisor.ca’s subsequent coverage), we have assembled our reports into one handy package. Here is the full lineup:

Canada’s high net worth firms are putting too much emphasis on product, instead of zeroing in on clients’ needs, says an executive with a Toronto-based private client company. To read what this industry insider had to say, please click here.

Competition will soon become fierce in the financial advice industry, especially in the high net worth sector, as growth in the wealth market slows, according to one prominent researcher. Find out what this means for advisors who are targeting HNW clients by clicking here.

Advisors interested in changing to an exclusive focus on HNW clients can’t go the part-time route, says Toronto-based advisor Kurt Rosentreter. Although not all advisors are suited to the HNW market, Rosentreter had a few suggestions for those who feel ready to make the leap — click here to find out what they are.

Advisors who neglect their back-office technology are leaving themselves at the mercy of the marketplace, as rivals become increasingly efficient and meet client’s needs, according to one of Canada’s prominent business minds. To read about how you can better equip your practice for future prosperity, please click here.

Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.