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Globe Advisor's Best of 2023: Big trends redefining the investment industry

A new self-regulatory organization, increasing complexity in financial planning, and the continued adoption of technology to drive productivity gains were issues of discussion in 2023

Canada
Vancouver
British-columbia
Winnipeg
Manitoba
Toronto
Ontario
Canadian
Julie-gallagher
Kurt-rosentreter
Jason-evans
Andrew-kriegler

High demand for U.S. blue-chip stocks leads to more CDRs – but how do they fit in portfolios?

CDRs allow Canadian investors to buy a fraction of blue-chip U.S.-listed stocks in Canadian dollars without having to worry about the volatility of the foreign exchange rate

Burlington
Newfoundland
Canada
Toronto
Ontario
Canadians
Canadian
Eli-lilly
Raman-raina
Moet-hennessy-louis-vuitton
Jason-pereira
Elliot-scherer

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