Van Leeuwen emphasizes that long-term engagement with clients helps build trust, greatly benefiting both parties...

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Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.

Six key areas of investor relations outreach serve to empower investors with the knowledge and perspective they need understand and appreciate the performance of fund management.

Alts Summit 2024 will have 80+ presenters and exhibitors, so don’t miss out! Find more information about Alts Summit 2024 and register today! 

“One of the best reasons to attend the upcoming Alts Summit is to make connections with sponsors that you don’t already know about,” he said. “Really good alternative investments have a finite equity raise, so having exposure to those opportunities in the early stages of development is really important.”

Talking to industry experts, up close and personal, is one of the best reasons to attend the Alts Summit, especially for advisors who are new to the industry.

CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs...

Today we’re discussing specific types of alternatives institutions are looking at, as well as macroeconomics driving this new wave.