Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
While the new generation of retail investors are tech-savvy, they are, nonetheless, uninformed amateurs who act more like gamblers in casinos than investors in capital markets.
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.
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