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How Mackenzie aims to drive $180 billion in pandemic savings to advisors

Noting that Mackenzie’s objective, which she launched last year, is to “build a more invested world of investors, advisors and…

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Financial Advisors’ Next Act: Coaching

When JJ Peller graduated from college in 2013, he knew what he wanted to do: Join his father’s financial advisory…

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Are you ready for the coming investment wave?

He said the International Energy Agency has estimated that to achieve net zero emissions by 2050, global investment in the…

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Talk Your Book: Beating Inflation With Fundrise

Posted April 18, 2022 By Sean Today’s Talk Your Book is presented by Fundrise: We had Fundrise co-founder and CEO…

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SEC climate disclosure may require heavy lift for CRE firms

Many in the commercial real estate industry have already adopted voluntary ESG reporting. While the final language is far from…

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Hedge fund confidence is rising as COVID declines, new analysis shows

Increased investor demand for hedge fund techniques may contribute to at least one recent trend: fund resistance to fee compression.…

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Abundance of Financial Advice Doesn’t Solve Confusion for Canadians

Canadians place significantly less confidence in making real estate (38%) and direct investment decisions (30%). These percentages have dropped dramatically…

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Mackenzie campaign aims to save consultants $180 billion in pandemic

Noting that Mackenzie’s objective, which she launched last year, is to “build a more invested world of investors, advisors and…

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Crypto-obsessed customers may be psychopaths, study shows

The study asked 566 people questions that are standard in psychological tests, with 26% of respondents identifying as crypto owners…

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Canada’s Pension Fund is doing well on transparency of disclosures

Your WP Morning Briefing brings you daily updates of the stories being covered at WealthProfessional.ca

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