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Preparing for Retirement in an Era of Market Concentration

Kim Inglis, Senior Portfolio Manager at Raymond James, shares her perspective on managing concentration risk in today's market, including the growing dominance of U.S. technology stocks. She also discusses how retirement planning has evolved and offers insights on helping clients navigate market volatility while maintaining long-term financial goals.

May's Most Watched Videos

Here's another chance to watch the most popular videos in May 2026 featuring content from BlackRock, CBOE, CIBC, Franklin Templeton, and S&P Dow Jones Indices.

Market Playbook: Jobs, Fed & AI

Vuk Vukovic, CIO at Oraclum Capital, joins at the New York Stock Exchange to discuss the latest May jobs report and what it may signal for the U.S. economy, inflation, and Federal Reserve policy.

MASTERCLASS: Fixed Income ETFs – Evolution, Innovation & Advisor Applications

In this masterclass, experts explore how the growing adoption of bond ETFs in Canada and globally is reshaping portfolios through innovations that boost income, preserve capital, enhance diversification, and enable advisors to scale efficiently, manage costs, and navigate evolving markets.

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Turning Industry Insights into Client Value

June 12, 2026 | 0m 24s

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The Inside Scoop on Wealth Trends – Vance Barse, Your Dedicated Fiduciary

Quick, Clear Market Updates – Jack Peterson, Summit Trail Advisors

Financial Education Drives Empowerment – Kara Duckworth, Mercer Advisors

Learning from Peers in Wealth Management – Lori Van Dusen, LVW Advisors

Education That Strengthens Advisors – Eric Beiley, Steward Partners

Timely, Relevant Market Insights – Wes Ashton, Harbourfront Wealth

Multiple Market Perspectives – Allan Pelkonen, Pelkonen & Associates

Learning from Industry Leaders – Bob Oros, Hightower Advisors

Insights from Trusted Industry Voices – Erika Safran, Safran Wealth Advisors

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Turning Industry Insights into Client Value

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