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Why setting up for intergenerational wealth transfers now could secure advisors practices

Advisors who offer a high-touch service with the right amount of empathy, trustworthiness and personalization are far more likely to thrive as wealth passes to the next generation

Log increate freeGlobe advisorCarlos cardoneIss market intelligence

Encouraging trends in the investment industry s longstanding gender imbalance

Recent data point to a rise in female representation in all advisor industry tenure cohorts as well as in branch managers in the brokerage channel

Maryna andriichenkoWood gundyScotiamcleod incDominion securities incNational bank financial wealth managementNesbitt burns incLog increate freeGlobe advisorStatistics canadaBig sixBurns incSecurities incPrivate investment adviceGoshka foldaIss market intelligence

Advised platform trust sales dominated by Transact and Raymond James

Advised platform sales dominated by Transact and Raymond James

Matrix financial clarityIss market intelligenceRaymond jamesAssociation of investment companiesInvestment weekMike barretUilter wealth solutionsInvestment trusts

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