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Tag: investment executive

Investment Tribes and the Rise of Social Trading

Posted on January 9, 2023 (June 15, 2024) by grow@peopleorchard.com
Investment Tribes and the Rise of Social Trading

Primer on investor evolution with securities, fintech, social, crypto, trading, stocks, brokerages, influencers, $Cashtags […]

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Posted in News, UncategorizedTagged blossom, boomers, brett mcdonald, broderages, cashtags, crypto, financial services, fintech, gen z, influencers, investment executive, millennials, paperandblocks, securities, social, Social trading, stocks, trading

There’s a silver lining for “silver splitters”: Amicability

Posted on August 3, 2022 (June 15, 2024) by grow@peopleorchard.com
There’s a silver lining for “silver splitters”: Amicability

With the court system backlogged due to Covid-19, older clients may want to split up on good terms. Divorcing clients who aren’t seeing eye to eye may want to consider a more amicable option — especially if they don’t have many years left to live […]

Read More… from There’s a silver lining for “silver splitters”: Amicability

 
Posted in News, UncategorizedTagged court, covid, Debbie Hartzman, Diana Isaac, divorcing, family lawyer, Financial Advisor, Financial Planning, grey divorce, investment executive, kingston, lawyers, legal, maddie johnson, marital breakdown, Mediation, Nathalie Boutet, Ontario, professional investments, retirement, seniors, Separation, Shulman & Partners, silver splitters, Toronto



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