Section
Value of Advice
41 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.
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…
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…
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,…
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.
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…
There's a Version of You Your Family Has Never Met
Listen on The Move There's a version of you your family has never met — and the…
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…
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.
Why Finfluencers May Be Making Financial Advisors More Valuable
Something has changed in the way investors learn about money. It did not happen inside a branch office…
Investor Survey: Does AI usage impact advisory fee sensitivity?
Our 2026 Investor Survey gauged whether advisors’ use of AI has an impact on clients’ willingness to pay advisory fees. The findings uncovered surprising insight into the psychological aspects of fee sensitivity. Wealth Strategist Ben Rizzuto explains.
When Families Finally Talk About Money
The conversation most advisors avoid is the one Traci Garnett-Froscheiser has made the foundation of her entire practice.
The Subscription Model Gateway to [More] Lifelong and Next Generation Clients
For most of the financial advisory industry, the client relationship begins with assets. For Daniel Friedman, CEO of…
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…