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(Peter Power/Peter Power/The Globe and Mail)
(Peter Power/Peter Power/The Globe and Mail)

Dan Richards

Dan Richards

Latest Stories

How the rich get richer

U.S. study of investment trends among world's wealthiest families shows shift away from most volatile assets

Aug 29, 2010

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Profile

dan@clientinsights.ca

Dan Richards is a 20-year veteran of the investment industry and a faculty member in the MBA program at the University of Toronto’s Rotman School of Management. He has served as CEO of a major distribution firm with 3,500 financial advisors and is an expert on sentiment among Canadian investors. He is president of Clientinsights, a company that helps financial advisors communicate with clients.

He also holds a weekly Monday morning conference call for financial advisors at GlobeAdvisor.com

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