#Latest news with #Fincentric2025Finextra22-05-2025BusinessFinextraThe Unique Needs of Both The Novice & High Net-Worth InvestorKasey Gaines, Founder, Psalm Capital in his FinextraTV interview at the Communify Fincentric 2025 Experience gave his unique insights on two quite different investor types. Explaining both the heavy-lifting advisory needs of Hight Net-Worth investors and the importance of risk tolerance assessments for the more novice ones, his advice in both situations emphasises the importance of the financial advisor.
Finextra22-05-2025BusinessFinextraThe Unique Needs of Both The Novice & High Net-Worth InvestorKasey Gaines, Founder, Psalm Capital in his FinextraTV interview at the Communify Fincentric 2025 Experience gave his unique insights on two quite different investor types. Explaining both the heavy-lifting advisory needs of Hight Net-Worth investors and the importance of risk tolerance assessments for the more novice ones, his advice in both situations emphasises the importance of the financial advisor.
22-05-2025
