Wealth management | Page 79 of 79

Advisors set new records in 2010

North American advisors have enjoyed a substantial bounce back from the recession, with both asset levels and production reaching new highs by the end of 2010, according to a report from PriceMetrix. “The general health of the retail wealth management industry is improving. In many areas it has recovered from the downturn of 2008/2009 to […]

By Steven Lamb |February 22, 2011

2 min read

Planning and Advice

Leadership, growth in China

In December 2010, CSI Global Education conferred its wealth management designation, the Chartered Strategic Wealth Professional (CSWP), to the first cohort of financial advisors from China. Twenty-five financial professionals from Guangfa Securities, one of the largest Securities firms in China, were awarded the CSWP designation at the graduation ceremony in Guangzhou, Guangdong, China, hosted by Guangfa Securities and CSI.

By Dr. Roberta Wilton |February 18, 2011

4 min read

Industry

Northwood recognized by wealth survey

Northwood Family Office has been recognized as a premier Canadian family office service provider by the Euromoney Private Banking and Wealth Management Survey, one of the leading benchmarks for the industry globally. First published in 2004, the survey uses a peer ranking methodology. “We’re honoured to be held in such high esteem by our peers […]

By Staff |February 15, 2011

1 min read

Industry

Canadians expect later retirement

Canadians are coming to grips with the notion that their original retirement plan might not work out as they expected, according to a survey by AXA. The 2010 edition of the Retirement Scope survey found an increasing number of Canadians now believe they will have to work later into life than they had planned. On […]

By Steven Lamb |November 9, 2010

2 min read