Wealth management

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CFA Conference coverage

Managing editor Melissa Shin reports live from the the Calgary CFA Society's 2011 Wealth Management Conference from Tuesday, September 21 to Wednesday, September 22.

By Staff |September 21, 2011

51 min read

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Back to the land: Investing in real estate

Real estate can do more than keep the rain off your client. It can form a solid foundation in an income portfolio, shelter your client from inflation, and smooth volatility.

By Staff |September 20, 2011

5 min read

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Scotia names new private pool managers

Scotia Asset Management has announced portfolio advisor changes for its Scotia Private U.S. Mid Cap Value Pool and Scotia Private Canadian Mid Cap Pool.

By Staff |September 7, 2011

1 min read

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RBC Wealth Management ranks sixth in the world

RBC Wealth Management has been recognized as the sixth largest wealth managers in the world, in Scorpio Partnership’s annual survey of the global wealth industry. RBC Wealth Management improved from its seventh place ranking in last year’s Scorpio Partnership Global Private Banking KPI Benchmark. Assets under management were US$435 billion, up 15% from the previous […]

By Staff |July 14, 2011

1 min read

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Key person insurance an overlooked opportunity

Entrepreneurs are the lifeblood of the economy, creating businesses, jobs and economic activity from scratch through a combination of hard work and ingenuity. But too often the companies they start and the jobs they create are at risk of destruction, if the entrepreneur is not properly insured. Key person insurance represents both potential sales growth […]

By Al Emid |July 14, 2011

4 min read

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Canadian HNW more disciplined: advisors

Unlike their counterparts in the U.S. and elsewhere, Canadian HNW investors are seen by experts as a disciplined lot, with a tighter grip on their emotions when it comes to investing decisions. According to a new study by Barclays Wealth, based upon a survey of 2,000 wealthy people in 20 countries around the globe, the […]

By Vikram Barhat |July 12, 2011

3 min read

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Scotia Private Client partners with TIGER 21

Scotia Private Client Group has entered into a strategic partnership with HNW investor group TIGER 21, allowing members access to the firm’s Total Wealth Credit Solution. The program allows members to consolidate different investment holdings as collateral for a single investment line of credit. “We feel that Scotia Private Client Group and their Total Wealth […]

By Staff |June 29, 2011

2 min read

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Nearly one third of wealthy are new Canadians: BMO

BMO Harris Private Banking today released the results of a comprehensive study showing that nearly one-third (30%) of high-net-worth Canadians—those with investable assets of $1 million or more—are new Canadians (those born outside of Canada). The study, conducted by Harris Decima, also revealed that almost all (96%) affluent new Canadians keep most of their wealth […]

By Staff |June 14, 2011

2 min read

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Planning and Advice

Benefits of integrated wealth planning

Clients often approach their investment advisors for help with a quick question. Most often it relates to an investment opportunity, but more and more clients are asking about taxes or estate planning. While it may be tempting to provide a quick answer and move on, there comes a time when it’s beneficial to draw on the expertise of other professionals.

By Annie Boivin |May 1, 2011

4 min read

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Estate Planning

Fear hinders effective transfer of wealth: SEI

A recent SEI Wealth Insight Initiative roundtable suggests that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. The roundtable gathered small groups of wealthy families—those with more than $5 million in investable assets—to discuss their experiences and offer […]

By Dean DiSpalatro |April 27, 2011

3 min read

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