These are the leaders of the world’s private banking industry
UBS Group AG and Bank of America Merrill Lynch included among private banking leaders, which manage more than $3 trillion in assets
TD Wealth SVP wants to change high-net-worth conversation
Dave Kelly of TD Wealth speaks on the changing needs of high-net-worth clients and how conversation is key in 2016
More Wealth Professional Award finalists revealed
Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards
Jeff Ber is part of the Wealth Professional Canada Young Guns 2016
Advisors: Technology is a must for attracting millennials
While many in the media are suggesting millennials are a perfect fit for robo-advisors, it has less to do with low fees and more to do with technology -- here’s why
Private foundations versus donor-advised funds
Since private foundations and donor-advised funds basically do the same thing it shouldn’t make that much of a difference which one your client chooses, right?
Third bank enters ETF market… and Canada gets new finance minister.
Looking to capture a bigger piece of the wealth management pie, another big bank is entering the fray. In addition, Justin Trudeau names finance minister
Identifying legitimate charitable organizations and their impact
Your clients want to give, but they may need some guidance on choosing their charities – more importantly, they may be looking to you to be that guide. Are you ready for that challenge?
How much should clients give to charity?
Clients, even wealthy ones, ask that question a lot, according to Marvi Ricker, vice president and managing director of philanthropic services for BMO Private Banking.
What you need to know: the basics of creating a charitable plan
You’re already the expert when it comes to creating financial plans with your clients – but the area of philanthropic planning may be unfamiliar territory. What are some of the things you need to consider when initiating a charitable plan with your clients?