Dynamic Advisor Site Podcast Dynamic Funds
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Finding Stability and Opportunity in Global Fixed Income
Join us for this special webcast to hear from Payden & Rygel, one the largest independently owned asset managers in the U.S and manager of Dynamic Global Fixed Income Fund.
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Staying afloat during turbulent times
Lauren Jeffery, a speaker on mental health and a financial services educator who creates fun and engaging Compliance CE courses that focus on the emotional and psychological needs of the clients you serve.
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Preferred Shares: One year later, where to go now?
Join Marc-André for an update on the asset class and a discussion about an alternative investment-grade credit solution for investors wanting to maintain purchasing power without interest-rate volatility.
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Year End Tax Planning 2021
As the global economic crisis slowly subsides, there are new challenges for investors: inflation, new tax provisions, labor market and demographic change. All are major trends, requiring advisors to take a new approach to tax planning as 2021 rounds to a close.
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Navigating Estate Headwinds: Strategies for the Advisor and Executor
Learn how you can help support your clients and their executors.
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Team Building for Financial Advisors
Special guest Christine Timms, Author of Team Building for Financial Advisors.