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Jamie Murray's Top Picks: April 26, 2021

Jamie Murrays 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 wh...
New York United States Los Angeles Jamie Murray Gibson Energy Murray Wealth Group

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 impa...
Todd Korol Jamie Murray Sara Gilbert Dwayne Bolton Edward Jones Mark Kent

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