Section
Podcast
241 posts
Insight is capital™ Podcast - our weekly chat about markets, investing, interviews with thought leaders, as well as marketing and business building for advisors.
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…
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
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 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…
The Credibility Dividend: Why the Rise of Finfluencers is Making Real Advisors More Valuable, Not Less
Listen on The Move 35% of Canadian retail investors have made a financial decision because of a…
Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
Listen on The Move Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that…
The Return That Actually Matters: Ray Carroll on Finding Tax Alpha
Investors spend an enormous amount of time thinking about returns. They compare managers, debate fees, chase a few…
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Listen on The Move What if the biggest drag on your client's wealth isn't the market —…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
Listen on The Move She forgot to hang up the phone — and what she overheard about…
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Listen on The Move Why does doing more research make investors more confident in the wrong decision,…
David Varadi: The Early Years of Retirement Are The Most Dangerous
Listen on The Move Every retiree gets exactly one shot at one sequence of returns — and…
The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
Listen on The Move If you think launching an ETF sounds like a great business, Eric…
She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
Listen on The Move The desk at RBC Capital Markets that sits behind 90% of Canada's…