High-net worth

Pursuing HNW clients Fallback Image Decorative pattern

Industry

Pursuing HNW clients

Many claim the only market you should be servicing is the lucrative high-net-worth market. Why? According to Ipsos Reid’s 2009 report on affluent Canadians.

By Tyrone Matheson |September 9, 2011

4 min read

Cutting underwriting times Fallback Image Decorative pattern

Industry

Cutting underwriting times

Reduce the time it takes to get policies approved for wealthy clients

By Carmela Tedesco |September 1, 2011

5 min read

Upgrade your office for rich clients Fallback Image 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

Why it’s smart to discount Fallback Image 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