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Jamie Murray's Top Picks: April 26, 2021


Jamie Murray s Top Picks: April 26, 2021
JPMorgan is preparing to offer a bitcoin fund to wealthy clients
Biden to set US$1M threshold for capital gains tax hike
Wall Street splits on dollar’s fate amid economic growth debate
China’s biggest IPO this year looks to be in renewable power
What rotation? Some winning COVID stocks thrive amid reopening
Wall Street’s trillion-dollar ESG club comes with huge tax perks
Darren Sissons Top Picks: April 23, 2021
A baseball card SPAC shows why distressed investing is so hard
Archegos thwarts Nomura s push to join Wall Street elite
Citi retail units seen fetching US$6B as sales kick off ....

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How investment firms are tackling the adoption of the client-focused reforms


Mark Kent, president and CEO of Portfolio Strategies Corp. in Calgary, says the firm will only need to make minor changes as a result of the client-focused reforms, mostly around advisor training and updating documentation. Photo by Todd Korol/Globe & Mail
Todd Korol/The Globe and Mail
This article is the third in an ongoing series on the client-focused reforms, which will place investors’ interests first in their dealings with financial advisors and dealer firms and have a consequential impact on advisors and the investment industry.
The pandemic-driven shift to remote work has been both a help and a hindrance to investment industry firms working on updating their client relationship policies and procedures to meet new investor-protection rules that come into effect fully by the end of this year. ....

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