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How commonality breaks down barriers between ethnic groups

Veteran advisor Al Jones shares successes, challenges and hopes for inspiring young Black advisors to enter the advisory business

Darren mckiernanJamie golombekAlison macalpineBrenda bouwKatherine owenAl jonesJameson berkowTim cestnickErica aliniKnowledge bureau incNovo nordiskMackenzie global dividend fundOntario securities commissionA jones wealth estate planning incLog increate freeGlobe advisor

Why investors are weighing risk, liquidity and yield in their product choices

Evolve Funds’ Raj Lala explains why high-interest savings account ETFs inflows are growing even though lower yields are expected this year

British columbiaAlison macalpineDavid barrRaj lalaHelen burnett nicholsPablo fuchsTim cestnickClare oharaBrenda bouwStefanie marottaOffice of the superintendent financial institutionsPenderfund capital management ltdFunds group incMackenzie financial corpCanadian imperial bankLog increate free

These four principles will help advisors differentiate their practices in 2024

Advisor’s Alpha outlines how advisors can add meaningful value to clients’ investment outcomes

Fran kinniryGreg newmanClare oharaAnna sharrattAnita bruinsmaBrenda bouwOntario financial services regulatory authorityNewman group at scotia wealth managementCanadian imperial bankVanguard investment advisory research centerVanguard group incCanadian investment regulatory organizationLog increate freeGlobe advisorVanguard groupChester springs

How advisors can help clients children become savvy investors

IIAC CFO and author Maya Corbic says many parents struggle with explaining investment concepts in a way their kids comprehend

Barry schwartzMaya corbicRob carrickJean blacklockAndrew auerbachJennifer dowtyBryan chinDebbie hartzmanTravis koivulaClare oharaBrenda bouwDelisle advisory groupSun life financial investment services canada incAssociates incPeridot financial solutions corpInvestment industry association of canada

Will emerging markets continue to underwhelm?

Regina Chi of AGF Investments says more economic stimulus from China, along with promising performance from other countries, will boost emerging markets’ recovery this year

Czech republicAlison macalpineDavid milsteadClare oharaBrenda bouwRob carrickRegina chiKelsey rolfeTim mcelvaineJoel schlesingerCanada incLomb corpPrairiesky royalty ltdInvestments incIntuit incWintaai holdings ltd

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