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Why this advisor has been buying Colgate and trimming Novo Nordisk

Katherine Owen, portfolio manager at Mackenzie Investments, says selling Novo Nordisk - the company behind popular weight-loss drugs - has been for ‘risk management’ in her portfolios ....

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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 ....

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Fixed-income diversification helpful in rising-rate environment

Two advisors share how they would set up a portfolio for a $10 million windfall ....

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