High-net worth

Alternative investments can support a pension-style portfolio for high-net-worth clients Alternative investments can support a pension-style portfolio for high-net-worth clients

Industry News

Alternative investments can support a pension-style portfolio for high-net-worth clients

But due diligence and relative weighting matter

By Alisha Hiyate |July 2, 2025

3 min read

Serving the suddenly high-net-worth Serving the suddenly high-net-worth

Planning and Advice

Serving the suddenly high-net-worth

Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy

By Alisha Hiyate |June 30, 2025

6 min read

Mass retail managers face greater pressure on fund flows: Fitch Mass retail managers face greater pressure on fund flows: Fitch

Industry

Mass retail managers face greater pressure on fund flows: Fitch

In challenging markets, fund manager fortunes are mixed

By James Langton |September 21, 2023

2 min read

Affluent Canadians concerned about impact of volatile economy Affluent Canadians concerned about impact of volatile economy

Industry

Affluent Canadians concerned about impact of volatile economy

Nearly half of HNW Canadians surveyed say pandemic has affected retirement planning

By Maddie Johnson |November 23, 2022

2 min read