High-net worth

Decorative pattern

Industry

Wealthy expect advisors to be financial hub

Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.

By Staff |November 16, 2015

1 min read

Decorative pattern

Industry

Insights for working with the wealthy

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth.

By Staff |November 6, 2015

1 min read

Advisors who work in teams attract wealthier clients

Industry

Advisors who work in teams attract wealthier clients

They also manage more money, have higher revenues and are more productive overall, finds a PriceMetrix report.

By Staff |October 6, 2015

2 min read

Decorative pattern

Industry

Wealthy heirs squander fortunes

Here's how to help these clients protect their fortunes.

September 4, 2015

1 min read