In 2024, households worth $5 million or more controlled an estimated $49 trillion in financial wealth, more than half of the ...

Sun Life Financial Investment Services (Canada) Inc. is a competitor for both types of advisors, offering several ways to ...

Today, wealth management firms are motivated more by the desire to build better client relationships when they’re deploying AI. Customer interaction is the top functional area targeted for AI ...

Recognizing the best wealth management firms and teams in Canada who stand out by offering holistic financial solutions for ...

But wealth management is also a people-oriented business. For financial advisors, that means making sure every aspect of the client experience — onboarding, reporting, and meetings — contains ...

You’ll have much better knowledge of your clients’ families and their needs for wealth management. 3. Start to Make Contact Strategically Work through your list in order of total points scored.

The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.