Section
Seg Funds
4 posts
The Moment Investors Need You Most: Why Advice Has Never Mattered More
Let’s face it—today’s investors are facing more than just the markets. Inflation’s stubborn, global politics are messy, and…
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be…
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.
Regulators Weigh In on Seg Fund Compensation
by AdvisorAnalyst Writers The Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations (CISRO)…
Mind the Gap: The DSC Compensation Debate for Seg Funds Continues
by The AdvisorAnalyst Writers Several companies in the financial sector are expressing concerns about potential regulatory changes for…