Sentences with phrase «great wealth management product»

But I think there was strong confidence a follow - on offering could occur in due course, that leverage could be used liberally (most of the portfolio was bought in 2005 - 06), and that TLI would be a great wealth management product (to some extent, true — look at the shareholder base).

Not exact matches

Beijing has proposed greater oversight on wealth management products, estimated to be worth some 29 trillion yuan ($ 4.39 trillion) outstanding at the end of 2016, with 80 percent off the books.

Who they're right for «For very small investors, mutual funds can be great products,» says Gordon Stockman, a fee - only financial planner with Efficient Wealth Management Inc. in Mississauga, Ont.