Trends with Benefits
Trends with Benefits #24: Bridging the Financial Information Gap with Dasarte YarnwayEd Lopez, Head of ETF ProductSeptember 03, 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.
Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) may offer investments products that invest in the asset class(es) discussed in this podcast.
The views and opinions expressed are those of the speaker(s) but not necessarily those of VanEck. Commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities/financial instruments mentioned in the commentary is neither an offer to sell nor a solicitation to buy these securities. Fund holdings will vary. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index. Information on holdings, performance and indices can be found at vaneck.com.
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