Section
Tontine
3 posts
The Sequence Tax: Why the First Five Years of Retirement Decide Everything
by AdvisorAnalyst.com Editorial Team Every retiree gets one shot at one sequence of returns. According to David Varadi,…
June 30, 2026
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…
June 18, 2026
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.
Solving the "Nastiest, Hardest Problem in Finance"
Listen on The Move Barry Gordon, Head of Canadian Retail Asset Management, Guardian Capital LP, and Dr. Moshe…
October 19, 2022