High-net worth

Decorative pattern

Planning and Advice

Upgrade your office for rich clients

Clients always seek sound returns and sage advice, but what also draws them to any financial advisor is personality—including the personality of the office. If you’re considering repositioning your firm to appeal to high-net-worth clients, how should you renovate your space to send the right message? And what will it cost? WHY YOU NEED IT […]

By Stuart Foxman |September 1, 2011

2 min read

Decorative pattern

Industry

Why it’s smart to discount

Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too

By Melissa Shin |September 1, 2011

8 min read

Decorative pattern

Planning and Advice

Strategies for HNW clients

The demand for strategic wealth management in Canada is on the rise. Affluent Canadians are looking for advisors who can understand their complex financial and non-financial needs, beyond investment and financial planning.

By Dr. Roberta Wilton |August 29, 2011

6 min read

Decorative pattern

Industry

How to win wealthy clients

Advisors in the proprietary and HNW segments often tell us they need more than just the research and marketing support their in-house analysts provide. They’re looking for approaches that will give them a leg up.

August 2, 2011

5 min read