All items tagged with: wealth managers
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.
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.