High-net worth

Planning and Advice

Tips for serving wealthy clients: HNW conference

Advisor.ca live-tweeted the Strategy Institute's HNW conference yesterday.

October 30, 2013

2 min read

Industry

Adapt to wealthy client needs, or else

The priorities of Canada’s wealthy are changing, and advisors who fail to adapt will see prized clients walk out the door.

By Dean DiSpalatro |October 30, 2013

2 min read

Industry

New program targets meaty middle clients

It features pricing that will provide greater discounts as investment levels increase, plus a broad suite of investment choices and flexible series options.

By Staff |October 15, 2013

1 min read

Industry

North America’s wealthy better off than before crisis

Fifty-four percent of wealthy Canadians – those with investible assets of $1 million or more – believe they are more financially secure today than before the 2008 recession, according to a study by BMO Harris Private Banking.

By Staff |October 3, 2013

2 min read

Take the pulse of New York’s wealthy

Wedding Crunchers, a new website from Rap Genius, allows users to see “what the world’s most self-important people think is important” by tracking recurring terms and phrases in the New York Times’ weddings and engagements section.

By Staff |September 9, 2013

1 min read

Being rich is not a retirement plan

At first, the phrase high-net-worth retirement planning seems almost a contradiction in terms. After all, once you've accumulated $1-million in investible assets, a comfortable retirement is almost a given.

4 min read

Who wants to be a billionaire?

Feeling like a million bucks just isn’t the same anymore. Only 31% of millionaires consider themselves wealthy, says a new study released by the Union Bank of Switzerland. Read: Majority of women are breadwinners The key threshold seems to be $5 million in investible assets, with more than half of these investors feeling wealthy. Amazingly, […]

By Staff |August 1, 2013

1 min read

High-net worth

Tips for serving wealthy clients: HNW conference

Adapt to wealthy client needs, or else

New program targets meaty middle clients

North America’s wealthy better off than before crisis

Take the pulse of New York’s wealthy

Wealthy focus on savings after recession, says study

Being rich is not a retirement plan

Who wants to be a billionaire?

Help wealthy clients adapt to Budget 2013

Richest stars of 2013