Sheila Avari

Looking after wealthy clients

Wealthy clients are focusing more on health and philanthropy, and are scaling back on luxury purchases, says wealth managers. Check out more coverage and tips from the 2011 Annual Wealth Management Conference in Toronto.

By Sheila Avari |August 28, 2012

27 min read

Market Insights

How 2008 changed wealthy investors

High-net-worth investors have changed priorities after the financial meltdown

By Sheila Avari |July 9, 2012

3 min read

Planning and Advice

Securing clients for life:Part Two

“I think karmically,” says Michael Kay, a CFP based in Livingston, New Jersey. “I do pro bono work, referred by friends or members of the clergy, for people who need financial advice but have an inability to pay. We’re in a helping profession and if we can help someone gain stability and financial direction, we will.” Kay does just that, even though his investable asset minimum is $750,000.

By Sheila Avari |May 6, 2011

7 min read