Как купить квартиру? Рекомендации и советы club.cnews.ru - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from club.cnews.ru Daily Mail and Mail on Sunday newspapers.
This article appears in the June 2021 issue of Advisor’s Edge
The past year has not been business as usual.
I’m writing this less than a week after Daunte Wright was killed by police in a Minneapolis suburb, mere miles from where George Floyd was murdered in 2020. And barely a month has gone by since a shooter killed six Asian women in Atlanta amid surging anti-Asian attacks in both Canada and the U.S.
To some, these events represent lowlights in an unrelentingly horrible news cycle. But to others clients, colleagues, community members these events prompt visceral, personal reactions of anger, sadness and trauma.
Melissa Shin
Traditional financial planning involves extensive information gathering, detailed reviews, and dedication from both the financial advisor and the client.
As a result, such a rigorous process is often reserved for those with enough assets or complexity to make that type of engagement worthwhile for the advisor.
Yet plenty more people need financial direction according to a 2020 survey from FP Canada, only 57% of Canadians said they were were confident they would meet their financial goals (down 10 points from the previous survey in 2018), and 71% do not work with a professional financial planner.
“A lot of people don’t know what financial planning is; they just know they have a lot of questions that aren’t being answered,” said David O’Leary, founder of Kind Wealth, a Toronto-based fee-only planning firm. “They assume it’s no one’s job to help them.”
Melissa Shin
Traditional financial planning involves extensive information gathering, detailed reviews, and dedication from both the financial advisor and the client.
As a result, such a rigorous process is often reserved for those with enough assets or complexity to make that type of engagement worthwhile for the advisor.
Yet plenty more people need financial direction according to a 2020 survey from FP Canada, only 57% of Canadians said they were were confident they would meet their financial goals (down 10 points from the previous survey in 2018), and 71% do not work with a professional financial planner.
“A lot of people don’t know what financial planning is; they just know they have a lot of questions that aren’t being answered,” said David O’Leary, founder of Kind Wealth, a Toronto-based fee-only planning firm. “They assume it’s no one’s job to help them.”
Cannabis stocks! Desi investors high on drug ETFs
Global investment platforms such as Globalise, Vested Finance and Interactive Brokers have seen Indian investors taking special interest in cannabis stocks
Aprajita Sharma April 8, 2021 | Updated 15:51 IST
One cannot buy or consume drugs in India. But what if we tell you some seasoned investors in the country are getting a high out of investing in drugs? Wondering if it s legal? Well, in a way, yes.
Global investment platforms such as Globalise, Vested Finance and Interactive Brokers have seen Indian investors taking special interest in cannabis stocks . Not just cannabis, they are keen to lap up emerging investment themes that are lacking in India.