Section
Due Diligence
7 posts
The Wrapper Is Not the Strategy
ETFs are no longer products to pick. According to NBI’s Jean-Carlo Rouzier, they are the rails of the modern portfolio — and that changes everything.
The Borrowed Mind: When the Machine's Answer Becomes Your Own
For half a century, the science of judgment has rested on two systems: fast intuition and slow deliberation.…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
Why the Best Advisors Ask the Hardest Questions
Listen on The Move The advisors who will thrive in the AI era are the ones willing…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The More Investors Use AI, the More Valuable Independent Thinking Becomes
In a white paper 1 published in October 2026, Orbis Investment Management's Simon Skinner, Head of Global Investment…
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
The E-T-F Framework: A Disciplined Approach to ETF Due Diligence
The proliferation of ETFs has created a paradox for advisors and investors alike: more choice, less clarity. The…