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  • About
    • Contact
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  • Team
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    • Hugh Murphy
    • Brandon Bertelsen
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    • The Credo Study
    • Canadian Investor Personas
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July 18, 2017 - in

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  • Congratulations to all the WP 2020 Award nominees and winners. These are friends and colleagues we have worked with and admired over the years, so very happy that they are being officially recognized.
  • What ETF asset classes are Advisors using?
  • The Credo Study 2020 – ESG & SRI Usage
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Top Posts

  • Our friend and colleague Hugh Murphy
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  • Gender based differences in financial importance
  • Our friend and colleague Frank Hracs
  • Men and women differ in how they manage their finances
  • Female clients don't like financial jargon - they find it confusing.
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Top Posts

  • Our friend and colleague Hugh Murphy
  • Men more likely to verify financial advice
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  • Gender based differences in financial importance
  • Our friend and colleague Frank Hracs

Search

Recent Posts

  • Congratulations to all the WP 2020 Award nominees and winners. These are friends and colleagues we have worked with and admired over the years, so very happy that they are being officially recognized.
  • What ETF asset classes are Advisors using?
  • The Credo Study 2020 – ESG & SRI Usage
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  • Understanding the role of indexes in today’s markets
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