High-net worth

Industry

Assante Private Client announces pricing changes

Management fees have been reduced and unbundled from the advisor service fee

By Staff |April 8, 2019

1 min read

Industry

Scotiabank caters to physicians with new suite of banking services

The offering will compete with TD’s Management for Health Care Practitioners program

By Staff |March 27, 2019

1 min read

Advisor's Edge

Create a rewarding charity experience for senior clients

Knowing the basics can help advisors strengthen relationships

By Jessica Bruno |February 25, 2019

5 min read

Estate Planning

Is your client prepared for a financial windfall?

What advisors should know about sudden wealth syndrome

By Staff |December 10, 2018

2 min read

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

By Staff |February 8, 2018

1 min read

How the rich get richer

Dividends are making some Canadians — the top 1% — proportionally richer. StatsCan data reveal that the top 1% of tax filers saw their share of total income rise by almost one percentage point from 2014 to 2015, thanks to a sharp increase in dividend income from Canadian corporations. In 2015, the top 1% of […]

By Staff |November 15, 2017

2 min read

High-net worth

Assante Private Client announces pricing changes

Scotiabank caters to physicians with new suite of banking services

Create a rewarding charity experience for senior clients

Is your client prepared for a financial windfall?

Five steps to growing family wealth for the long term: Part 2

Five steps to growing family wealth for the long term: Part 1

Wealthier retirees more likely to be interested in digital advice: report

High-net-worth firms to make more direct investments: report

Wealthy Canadians not discussing inheritance with heirs: survey

How the rich get richer