Sentences with phrase «affluent investors like»

While sophisticated, affluent investors like the typical MoneySense reader are well aware of the benefits of exchange - traded funds (ETFs), they're still relatively unknown to most Canadian investors, according to a study being released today by the BMO Wealth Institute.

Some affluent investors like Chad even set up family trusts and then loan the trusts money, explains Tony Maiorino, vice-president and head of RBC Wealth Management Services.

Not exact matches

That's because you've entered what financial planners like to call the «mass - affluent» class of investor.

It focuses on affluent customers who spend large amounts on their accounts and tend to pay off their bills every month, though it told investors at a conference this week that it would like to capture more of the borrowing that its cardholders do elsewhere.

But the strategy can get complicated if, like many affluent investors, you already have pre-tax money in traditional IRAs.

Moving away from the conventional mix of stocks, bonds and cash, many affluent investors and their advisers are turning to alternative investments — like managed futures and hedged mutual funds — that are liquid but behave differently from the rest of the investment pack.

Secondly, Robinhood has a chance to become the app of choice among increasingly affluent crypto investors who, as they watch their digital gains increase, diversify more and more into traditional assets like precious metals, mutual funds, and the like.