Delisle Advisory Group’s Post

The Evolution of Wealth Management: Comparing Canada and the United States. #wealthmanagement #delisle #delisleadvisory #delisleadvisorygroup #changeiscoming #boutiquewealthmanagement #evolution #gobeyondthebank #beyondthebank #canadianwealthmanagement

Most read on pwmnet this week: The evolution of wealth management in the Middle East https://on.ft.com/3V41lc5

RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals. The post Video: Hear from our clients: Building confidence with the right planning appeared first on RBC Wealth Management.

RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals. The post Video: Hear from our clients: Building confidence with the right planning appeared first on RBC Wealth Management.

Check out our EMEA team’s UK Wealth Management Outlook 2024. Incredibly insightful for those active in that market. And keep an eye out for our US Wealth Management Outlook 2024 coming soon! #wealthmanagement #outlook #trends2024 Alvarez & Marsal | Nneka Orji | Alan Coutts

📊 If you’re seeking an insightful discussion where top financial advisors share real-life success stories of integrating structured products into client portfolios, this session is for you. Moderated by Matthew K. Thomas MBA, Director, Structured Solutions Group, National Bank of Canada, the panel will cover:   🔹 Real-Life Scenarios    🔹 Practical Strategies    🔹 Interactive Discussion between issuers and advisors Don't miss this opportunity to enhance your investment practice. Designed for financial advisors, portfolio managers, and investment professionals, this session will provide actionable insights to optimize your client portfolios.  #SPiCanada2024 #StructuredProducts #Finance #WealthManagement #InvestmentStrategies #FinancialAdvisors #PortfolioManagement #NationalBankOfCanada #FinanceEvent 

One of the key aspects of financial planning is accurately assessing a client's risk profile and creating a tailored plan that truly adds value to their financial situation.   Recently, I reviewed a portfolio that had lost 29% over nine years. The fund allocation was highly inconsistent, with half allocated to cautious investments and the other half to adventurous ones, and it was burdened with an ongoing annual fee of 4.91%.   What's concerning is that this isn't an isolated case. Since advising in the UAE, I’ve come across several similar examples. If you have an investment that hasn’t performed as expected and not inline with the expectations set by your adviser, I encourage you to seek a second opinion. Hopefully, over time, these situations will become much less common.   #FinancialPlanning #InvestmentAdvice #RiskProfiling #UAEInvestors #PortfolioManagement #WealthManagement #SecondOpinion #FinancialSecurity #ExpatFinance #InvestmentPerformance

Bank of Hawai'i has priced a public offering of 6.6 million depositary shares at $165 million. The funds will support general corporate purposes and asset growth. https://brokerwaves.com/ #BankofHawaii #PublicOffering #Finance #Investment #CorporateFinance #AssetGrowth #FinancialNews #StockMarket #Banking #NYSE

Wealth management businesses had a lot to contend with last year - from cost and fee pressures, to regulatory changes and evolving client expectations. As much as it may feel like a pause is needed, we expect there will be no respite this year. There are headwinds and there will always be competing priorities but we expect the following themes will shape the UK wealth sector most significantly this year: 1️⃣ C̶a̶s̶h̶ Consumer is king 2️⃣ Value will win 3️⃣ Scale to survive 4️⃣ Agility is the name of the game I've shared our observations and thoughts in our outlook paper below (link in comments). 👇🏾👇🏾 For those who aren't in wealth management, it's worth a read. We all have personal finances and understanding the forces that shape how money is managed is important. #wealthmanagement #AMon #costoptimisation #regulation #consumerduty #financialeducation

Wealth Management in the UK: How Much Money Does the Average Person Save a Year?: https://lttr.ai/AQDJ6 #WealthManagement #BIGPriceDrops #SaveMoney #ProvidePersonalizedGuidance #MakeSavingFun