Series of funds will be tailored to higher net worth Canadians
Connor, Clark & Lunn Funds Inc. said Wednesday that CC&L Market Neutral Fund will be closed to all new investments, effective April 11. At CC&L says fund assets have grown at a much faster pace than anticipated, and the firm believes it prudent to close the fund to new investments for the benefit of existing […]
Will business model help firm grow in the crowded HNW space?
A new report finds charitable donations by HNW Canadians have returned to pre-recession levels
The growth in high net-worth individuals across North America has Canada's banks looking abroad more than ever
Most advisors recognize their clients' lack of communication with family members as a problem. Here are some ways to address this gap
High net-worth individuals are more trusting of financial services firms and willing to take on more risk
A high net-worth client describes what turned him off during his search for a financial advisor - and what one candidate did to make the client want to work with that advisor
The ability to provide philanthropic advice can help you attract wealthy clients
New study finds that a growing number of wealthy Canadians are new immigrants, first-generation Canadians and women