Section
Mindset
23 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.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
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.
The Alternatives Boom: Access, Liquidity, Patience and Resilience
Listen on The Move When an "alternative" promises liquidity it may not deliver, who is doing the…
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.…
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.
Twenty-Five Times the Odds: What Happens When Advisors Bring Up Retirement First
A peer-reviewed study published in the Review of Finance1 (Volume 30, Issue 5, 2026) delivers some of the…
When the Coworker Is an Algorithm: What Agentic AI Means for Banks, Advisors, and Investors
The banking industry's next AI transition has already begun, and it does not look like anything that came…
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…
The Coverage Continuum: What Happens When Life Outgrows the Policy in the Drawer
Listen on The Move Most Canadians buy life insurance once — and the policy never moves again,…
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…
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt
Listen on The Move What if the most powerful skill in wealth management has nothing to do…
The Hidden Psychology Behind Market FOMO
The forces driving investor behavior are often hidden beneath the surface of rational decision-making.
The Financial Literacy Revolution Advisors Can't Ignore with Marcos Milla
Listen on The Move Your clients are probably already getting a lot of their investment intel from…
Why storytelling is an advisor’s most powerful communication tool
Monika Mikiciuk, Director, Practice Management Consultant, discusses how advisors can use stories to transform abstract financial concepts into experiences clients can understand and remember.
Circuit Breakers
A 12% or greater decline is not experienced as a 12% or greater decline. The retiree reads it…
How advisor teams can turn AI into a competitive advantage
Bryan Powell, Executive Director, Practice Management Consultant, discusses how successful advisory teams are using AI to improve the quality of their thinking, strengthen collaboration across the team, and challenge assumptions before important decisions ever reach a client.