“We’re in this period of innovation where everyone seems focused on gamifying trading by making investing exciting and getting people into the market quickly. Pearler’s focus on financial independence is more about being long-term goal oriented, not having to time the market and using diversified managed funds to help get …

“Are the clients walking through my door meeting someone who cares for them, who goes out of their way to understand them, but then whose financial guidance and advice is somehow limited to various product recommendations regardless of what the client has shared."