The Investment & Insurance Journal – November 2015
by Rosemary McCracken Nov. 26, 2015 (featuring comments by Christopher Winrow)
Financially successful Canadians are eager to give back to society, and they need their advisors’ help to put effective philanthropic plans in place. But many advisors are shying away from the task.
Many advisors believe that millennials “have no money and ask too many questions,” but 15 years from now they will be the largest demographic group in the country and should not be summarily dismissed as clients, a conference has been told.
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