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AdvisorAnalyst.com®, founded in 2007, syndicates and delivers investment insight, actionable commentary and analysis to the wealth management industry, investment professionals, and investors. Source
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| Scope | National, Trade/B2B |
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| Language | English |
| Country | Canada |
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Recent Articles
Search ArticlesWhen Families Finally Talk About Money
On a recent episode of the Advisor Turntable Podcast, Garnett-Froscheiser, a second-generation RIA principal based in Southeast Nebraska with nearly 20 years of experience, makes a case that is as simple as it is underutilized: family financial conversations are not a peripheral service, they are the core of durable client relationships1.
Of Scalpels, Spice, and Smoothies: How RiverFront Thinks About Stocks vs. ETFs
In a new Weekly View published August 11, 2026, RiverFront Investment Group's writing team, led by Associate Portfolio Manager Dan Zolet, CFA, and including Global Equity CIO Adam Grossman, CFA, Chief Investment Strategist Chris Konstantinos, CFA, and Global Fixed Income CIO Kevin Nicholson, CFA, takes on a question that sits at the center of every balanced portfolio construction conversation: when do you use a stock, and when do you use an ETF?
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 reading closely. In "Financial Markets, Oil Prices, and Supply-Side Risks," Thomas Mertens and Wesley Wasserburger lay out a compelling, evidence-driven case that the economic regime governing risk has fundamentally shifted, and that financial markets have been quietly confirming this for several years now. The argument is precise and the evidence is cumulative.
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 defied traditional categories. It wasn't quite equity, and it wasn't quite fixed income. Advisors weren't always sure where it fit, and that was precisely the point. Today, the BMO Strategic Equity Yield Fund has grown to $1.3 billion in assets.
A CIO's Framework for Tuning Out the Noise
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, breaks down the five-lens process driving portfolio decisions in the second half of 2026 — and explains why discipline, not prediction, is the real edge. Every week, investors are inundated with headlines, most of which mean very little. The discipline to distinguish signal from noise is not a soft skill — it is, in Sadiq Adatia's view, the central competency of sound portfolio management.
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The traditional 60/40 portfolio has long served as the default architecture of balanced investing. But Ken Miller, CFA,...
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay out a compelling case that Korea is not a story in transition — it is a story in acceleration. The report, titled "Korea: From Industrialization to Internationalization," identifies a structural convergence that puts Korea at the centre of several of the most powerful capital flows reshaping the global economy.
TD Bank’s Bullish Breakout Story: 49% Gains, Strong Support and $200 in Sight
by SIACharts.com The Toronto-Dominion Bank entered the Favored Zone on November 4, 2025, at $113.56. Since that time, the shares have remained within either the Favored Zone or the Neutral Zone while maintaining a positive SMAX score. Based on yesterday’s closing price of $169.10, TD has returned approximately 49% since entering the Favored Zone. The shares currently hold a SMAX score of 10 out of 10. Within the SIA S&P/TSX Capped Composite Index Report, TD is ranked 30th out of 220 positions.
The Real Constraint Is Power
The most consequential infrastructure story of this decade is not semiconductors. It is not data center real estate. It is power. Neel Somani, a former quantitative researcher at a major hedge fund who covered power and gas markets, makes this case with precision and authority in Power 2026: Electricity Pricing in the Age of AI — a primer that deserves serious attention from anyone with capital exposure to the AI build-out. Somani's opening observation is unambiguous.
Eldorado Gold Defies a Weak Mining Sector With a Powerful Breakout Setup
by SIACharts.com Eldorado Gold Corp. (ELD.TO) carries an SIA SMAX score of 10/10. The shares remain technically constructive following a Spread Double Top signal, with near-term support at the 3-box reversal level of $48.63. Additional support is located at $41.50 and $38.34. Resistance is found at the March high of $64.16, followed by the old high at $68.09. The Mines and Metals sector is ranked 19th out of 31 sectors and remains in the Unfavoured Red Zone of the SIA Sector Report.