What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties...
The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.
Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.