Boomers don't always have much lead time in advance of their retirement date.
Manulife Financial has launched Manulife Private Wealth, which will offer investment management, banking and advisory services.
Human beings are all the same. We want to feel secure, a place to call home, and to know our children and health will be looked after.
Want to expand your list of entrepreneur and business owner clients? Well, look no further. Profit has just released its 13th annual list of the 50 most successful new growth companies in Canada. Read: Hot 50: Meet the stars of growth and Looking after wealthy clients The vast majority of the companies listed (80%) started […]
Wealthy clients are focusing more on health and philanthropy, and are scaling back on luxury purchases, says wealth managers. Check out more coverage and tips from the 2011 Annual Wealth Management Conference in Toronto.
Do you know the number of products you manage? Many advisors don’t. Current research finds the average planner's book has more than 400 individual positions, when they should closer to 30.
The world’s wealthy have shielded at least $21 trillion from taxes in more than 80 offshore jurisdictions, says the Tax Justice Network.
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Do you have exciting vacation plans for the summer? Oracle billionaire CEO is buying his own land in Hawaii, pineapple island in Lanai.
Luxury spending in Canada has increased since the recession, while spending in the U.S. and Europe has yet to reach pre-recessionary levels, says an American Express Business Insights study.