Pier 4 on separating sentiment from fundamentals, finding opportunity in secondary markets and evaluating private REITs
Most advisor AI competes on hours saved. Continuum's founders came to a different conclusion after experiencing advice from the client's side of the table
Harvest’s James Learmonth on the Income Leaders ETFs, a barbell built for 2026, and the upside investors trade away to get paid
When volatility, concentration and CRM3 challenge traditional ETF approaches
Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech
Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice
As institutional capital leans into real assets, Pier 4 outlines how private real estate is increasingly being considered by some advisors as part of diversified income-oriented portfolios
Rising power demand, infrastructure spending and global diversification are changing how Harvest ETFs positions utilities in 2026
Jake Levy of Pier 4 on how private REITs can potentially provide tax efficiency for investors
Beneath lingering skepticism, income, diversification, and competitive returns are making Canada more relevant to portfolio construction than many assume