Bridging the Financial Information Gap with Dasarte Yarnway
07 September 2020
In this episode of Trends with Benefits, I speak with Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group about building an investment advisory practice, bridging the financial information gap, working with professional athletes and taking his business digital.
The Robin Hood of Financial Knowledge
One aspect of the wealth gap prevalent today is access to information. This is something Dasarte noticed early in his career working at big advisory firms and banks that served the wealthy. He also noticed the wealthy were advantaged with a multigenerational transfer of knowledge. Dasarte's practice seeks to bridge this gap by taking information from the rich and sharing it with a community who might otherwise be underserved by the financial services industry. Wealth, however, does not automatically confer financial knowledge. As we've explored in previous podcast episodes, financial illiteracy crosses socioeconomic boundaries. One interesting client group Dasarte works with is professional athletes, many of whom may be newly presented with a flood of money along with the confusion of what to do next and who to listen to.
It's impressive to listen to the things Dasarte has accomplished. He's written three books, he's building a business and he's cultivating a community of clients and friends to share knowledge through his Berknell Townhalls. He's also recently taken his practice totally digital.
Trend or Fad
Listen for Dasarte’s take on day trading, esports, live-streaming workouts, running steps and social media.
Important Disclosure
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
This information originates from VanEck (Europe) GmbH, which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin).
The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice VanEck (Europe) GmbH, VanEck Switzerland AG, VanEck Securities UK Limited and their associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.
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