Knowledge can be learned. Experience can be gained. But true professionalism is something entirely different. Discover Michael Connon’s reflections on mastery, accountability, and the value professionals bring that technology alone cannot replicate
A veteran advisor on why the best client outcomes and the most valuable practices come from putting compensation last
Incorporation can unlock powerful tax planning opportunities but without the right strategy, it often delivers far less than expected
Succession planning is no longer about exit- it is reshaping how trust, continuity, and value are delivered in wealth management
Why continuity for clients can stem from firms, not individuals
In "The ChatGPT Idiot," Senior Financial Advisor Michael Connon of Assante Capital Management Ltd. draws a compelling parallel between using advanced tools like ChatGPT and relying on professional expertise. Connon warns that while AI can be powerful, overconfidence in untrained hands can lead to costly mistakes—especially in finance.
How expectations and emotions can skew smart investment decisions
2025 has been full of twists and turns, but early signs show some sense of stability
To broaden the demographics of your client base, it is essential to invest in early career advisors
Volatility and politics might make some clients and advisors want to bow out, but discipline will lead to success