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Perspective
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Columns
Perspective
CFFiM just said the quiet part out loud
May 19, 2026
Harvey Naglie
Susan Silma
Total cost reporting is a new challenge for advisor conversations
May 19, 2026
Susan Silma
Perspective
The future of financial advice
May 15, 2026
Kevin Press
Perspective
The OSC should do more on investor protection
May 12, 2026
Harvey Naglie
Jeff Cait
Demutualization, AI and the independent advisor
May 11, 2026
Jeff Cait
Kevin Press
Why do so many young investors love alts?
May 8, 2026
Kevin Press
Harvey Naglie
Regulators must strengthen OBSI
May 6, 2026
Harvey Naglie
Jeff Cait
The renewal I almost didn’t make
May 6, 2026
Jeff Cait
Jeff Cait
Fearless advisors will thrive in an AI world
April 28, 2026
Jeff Cait
Jeff Cait
The math of life insurance pt. 3
April 22, 2026
Jeff Cait
Tashia Batstone
Protecting clients in a new era of financial fraud
April 15, 2026
Tashia Batstone
Jeff Cait
The illustration standard we promised in 1996
April 14, 2026
Jeff Cait
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