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All items tagged with: wealth managers

Advisors Get Investors Better Returns, Global Report Finds

Posted: October 03, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, rrsp, financial advisors, Canadian economy, wealth management, wealth managers, tax education, financial education, value proposition, high-net-worth clients, Real Wealth Manager Program, World Wealth Report, millionaires, investment success, stock market, investment returns, portfolios

There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.

DAC: Think BIG! Don’t Miss The Early Bird Registration – June 30

Posted: June 05, 2014
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, financial advisors, wealth managers, tax advisors

Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.