AdvisorAnalyst.com – Actionable insight and practice resources for advisors from financial thought leaders.

Actionable Investment and market analysis, commentary, outlook, and practice resources for financial professionals.

The Latest

What investors should know about Canada’s new budget

Deal with It

Asset Allocation Is Easy in Theory, Difficult in Practice

Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices

What investors should know about Canada’s new budget

byRussell Investments

November 7, 2025

Deal with It

Asset Allocation Is Easy in Theory, Difficult in Practice

Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices

TrumpRx: The $70 Billion Pharma Deal Shaking Up Drug Prices and Market Momentum

Why so much pushback on a December rate cut?

Energy Transition

Stuck on Empty: How M&A Could Jumpstart Canada’s Oil & Gas Sector

September 18, 2025

Independent Power Producers in an Electricity Bull Market

byLPL Financial

June 15, 2025

Can Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?

byAllianceBernstein Research

June 2, 2025

Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens

byAdvisorAnalyst

May 27, 2025

Advisor

Read More

Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz

byAdvisorAnalyst

November 5, 2025

Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice

byInsight is Capital™ Podcast

October 30, 2025

Behavioral design for better investor success

byAdvisorAnalyst

October 29, 2025

Chart to Watch: Volatility causing clients to question their retirement income plans

byAdvisorAnalyst

September 24, 2025

Investor Survey: Exploring the psychology of retirement income planning

byAdvisorAnalyst

September 8, 2025

Podcast Player (Audio)

Investment Grade CLOs — A Secure Pathway to Income and Diversification

byInsight is Capital™ Podcast

November 5, 2025

Video

November 09, 2025

Investment Grade CLOs — A Secure Pathway to Income and Diversification

byInsight is Capital™ Podcast

November 5, 2025

Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz

byAdvisorAnalyst

November 5, 2025

Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice

byInsight is Capital™ Podcast

October 30, 2025

Why EQ Beats IQ in Wealth Management with Shana Sissel

byInsight is Capital™ Podcast

October 24, 2025

Fixed Income

Read More

Asset Allocation Is Easy in Theory, Difficult in Practice

by Ben Inker, GMO LLC In theory, growing a pool of wealth over decades — whether for a family, an endowment, or a…

November 7, 2025

Read More

Want to Go Long Duration? Not Recommended at This Time

by Kevin Flanagan Head of Fixed Income Strategy, WisdomTree Key Takeaways With the Federal Reserve cautiously navigating…

November 6, 2025

Read More

Investment Grade CLOs — A Secure Pathway to Income and Diversification

Listen on The Move Episode Summary In a world where bonds are breaking and rates refuse to fall, BMO’s Mark…

byInsight is Capital™ Podcast

November 5, 2025

Credit Markets

Credit Jitters Seem Overblown, But Fed Cut Nears

October 21, 2025

Private Investments Come of Age: Opportunity & Balance Unlocked

byInsight is Capital™ Podcast

September 30, 2025

When the Market Outgrows Its Index: Why the Agg Is No Longer Enough

byAdvisorAnalyst

June 26, 2025

“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism

byAdvisorAnalyst

May 12, 2025

Drew O'Neil: Relative value metrics

byRaymond James

March 20, 2025

Private Investments Come of Age: Opportunity & Balance Unlocked

September 30, 2025

Risk-Free Is a Bit Riskier

August 26, 2025

Equity Income in the AI Age: Betting Against the Bubble?

February 24, 2025

89 Unlocking Total Return & Yield From Dividends, Growth, and Options

November 2, 2021

Want to Go Long Duration? Not Recommended at This Time

November 6, 2025

QT is Ending. Is QE Next?

November 4, 2025

Investment Grade CLOs — A Secure Pathway to Income and Diversification

byInsight is Capital™ Podcast

November 5, 2025

Leading Thoughts from AdvisorAnalyst Friends

Subscribe to AdvisorAnalyst.com notifications

Watch. Listen. Read. Raise your average.