Section
Spotlight
346 posts
Fantastic Earnings, Fragile Expectations, and a Fed in Transition: Richard Clarida on What Comes Next
Charles Schwab's Liz Ann Sonders and Collin Martin sit down with former Federal Reserve Vice Chairman Richard Clarida1…
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…
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 Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
Market Breadth Returns: What the S&P 500's Broadening Rally Means for Portfolios
A market long dominated by a narrow band of mega-cap technology names is showing signs of redistribution. In…
Warren Buffett's Intangible Evolution: What the Oracle's Playbook Really Reveals
Warren Buffett has long been misread. In a July 2025 paper1 from Sparkline Capital, founder and Chief Investment…
The Two-Economy Market
The New Frontier Investment Committee's second-quarter 2026 outlook, "A Market Ahead of Its Economy1,” draws a sharp and…
Canadian Energy ETFs Rally on Gulf Standoff, But Flows Tell a More Complicated Story
Canadian energy funds staged their strongest week in months last week, with the sector rising 5.45% and extending…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Canada's ETF Market Sends a Signal: Innovation, Income, and International Reach
The week of August 10–14, 2026 was not a quiet one for Canada's ETF industry. In a recap…
Canadian Inflation Edges Higher in July as Energy Costs Drive Headline, Core Holds Firm
Canadian headline inflation climbed to 3.0% year-over-year in July from 2.8% in June, but the rise tells only…
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.
The Asset Management Industry Growth Model Is Breaking. AI Can Fix It.
The asset management industry faces a structural reckoning, and Boston Consulting Group's July 2026 Executive Perspectives report —…
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
The Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…