Program offers portfolio management expertise, tax efficiency
Many of Canada’s wealthiest people have actually seen their fortunes shrink in the past year
InvesTank 888 is the second such network to become operational in Canada
Building trust with HNW clients means building client loyalty
A U.S. study of affluent clients reveals significant deficiencies in their financial plans, estate plans and communication — with both their spouses and their advisors
Learn about the needs and expectations of high net-worth clients
RBC is targeting the global HNW market, analysts say
Although some firms provide standout service in products and support for high net-worth clients, the laggards are starting to catch up (includes chart)
Those who receive requests for information should seek advice to avoid losing solicitor/client privilege
Majority want to be actively involved in how their donations are used