Advisor intel

Why a strong firm matters more than a lifetime advisor

Why continuity for clients can stem from firms, not individuals

Why a strong firm matters more than a lifetime advisor

Giving while living: How early gifting is transforming retirement

More Canadians want to see the impact of their money now even if it means leaving a smaller inheritance later

Giving while living: How early gifting is transforming retirement

The psychology of staying invested

Engineering behaviour for long-term success

The psychology of staying invested

Liquidity with intent

Designing portfolios people can actually live in

Liquidity with intent

Adopting an institutional mindset

How an OCIO achieves better outcomes

Adopting an institutional mindset

The ChatGPT Idiot

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.

The ChatGPT Idiot