The majority of HNW clients believe the “core value” of advice lies in developing a personalized, goals-driven financial plan, not in investment management
Investors can position their equities “toward companies that have a greater proportion of senior female managers,” the report recommends
A reduction in the highest U.S. income tax bracket could encourage high earners to move stateside while a repeal of the estate tax means complex planning may not be needed
One way to differentiate yourself is to develop plans that align with your HNW clients’ values
The cloud-based platform, which can be accessed by clients, family members and their most trusted advisors, provides secure access to important financial planning documents
Desjardins Transatlantique – Private Wealth Management caters to clients in Canada and France who conduct professional or personal business abroad
Canada had 268,500 tax filers in the top 1% in 2014, earning at least $225,100
The top 1% of taxfilers living in Ontario boasted the highest average income of $487,100 in 2014
But half of HNW Canadians would like to talk with their advisors about the tax benefits of charitable giving as part of their tax planning discussion
The new separately managed account program and fee-based account will take care of HNW clients’ needs that mutual funds cannot