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Advice-only financial planners have waiting lists – here’s why

Authors :
Carrick, Rob
Source :
The Globe and Mail web edition. September 10, 2024
Publication Year :
2024

Abstract

Rob Carrick says to hear more about the demand for advice-only planning, I invited financial planner Julia Chung to a Q&A<br />As much as do-it-yourself investing and financial management has taken off in recent years, it’s clear that many people still want to talk to an expert. In fact, they’ll line [...]

Details

Language :
English
Database :
Gale General OneFile
Journal :
The Globe and Mail web edition
Publication Type :
News
Accession number :
edsgcl.808321047