"Europe on Sale: Time to Buy Foreign Stocks"
Dave Donabedian, Chief Investment Officer for CIBC Atlantic Trust, was quoted the Barron's cover story "Europe on Sale: Time to Buy Foreign Stocks," in which he discussed emerging trends in overseas markets.
Trusts & Estates
"Fiduciary Law Trends: A Roundup of Significant Court Cases"
Joshua S. Miller, senior wealth strategist for CIBC Atlantic Trust, bylined the article "Fiduciary Law Trends: A Roundup of Significant Court Cases," an article about several of the noteworthy cases from the past year that highlight evolving trends in the fiduciary field.
Real Assets Advisor
"Historic Day, Fateful Decision"
CIBC Atlantic Trust Chairman and CEO Jack Markwalter was featured on the cover of Real Assets Adviser. The story is based on a personal, in-depth interview in which he discusses his upbringing in the industry and his future plans for Atlantic Trust.
The Wall Street Journal
"Be Careful When Passing Down a Roth IRA"
"Top Wealth Manager Focus on Family Values"
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.