AdvisorAnalyst Group
AdvisorAnalyst.com is a trade oriented online publication tilted at objectively sharing best investment insights, comment and analysis from around the web.
AdvisorAnalyst.com is a trade oriented online publication tilted at objectively disseminating investment insight, analysis, perspective, as well as practice management guidance, from vetted expert contributors to investment advisors and asset management professionals across Canada. AdvisorAnalyst.com reaches more than 28,000 Canadian investment professionals via its daily e-newsletter, and its published online content.
Sometimes the best business decision is knowing when to walk away.
For Marcos Milla, taking on a client only makes sense when there’s real confidence that the work can deliver a meaningful result. If the fit isn’t there, saying no upfront beats overpromising, underdelivering, and burning the relationship later.
That kind of discipline matters, especially in an industry built on trust.
🎙️ More from our conversation with Marcos Milla on the latest episode.
09/30/2026
Today, we honour the Survivors.
We remember the children who never made it home, the families who carried unimaginable loss, and the generations who continue to live with the lasting impact of the residential school system.
Truth and Reconciliation is not simply a day of remembrance. It is a responsibility to listen, to learn, to acknowledge the truth of what happened, and to carry that truth forward with humility.
To the Survivors who have shared their stories, their pain, their strength, and their resilience: we honour you.
To the families and communities who continue to heal, rebuild, and preserve their cultures, languages, traditions, and identities: we stand with you.
And to the children whose voices were taken from them: we remember you.
Every child mattered then.
Every child matters now.
Every child will always matter.
May remembrance lead to understanding.
May understanding lead to action.
And may truth always come before reconciliation.
Retail investors are watching more, learning faster, and moving quicker than ever.
Marcos Milla breaks down what that means for advisors: clients are being exposed to new ETFs, strategies, and stock ideas every single day, often before they ever walk into a meeting.
The opportunity isn’t to pretend you know everything. It’s to be informed, transparent, and willing to say, “I need to look into that.”
Because as retail investors become more sophisticated, they’re also getting much better at spotting when someone is simply bluffing.
🎙️ A sharp conversation on how financial media is changing investor behaviour — and what advisors need to understand about the clients sitting across from them.
09/29/2026
Which stop are you at right now?
One of the strangest things about investing is that the market can be doing one thing while investors are feeling something completely different. Confidence can turn into euphoria. A little volatility can become anxiety. Anxiety can become panic. Then, often when sentiment feels its worst, the next phase is already beginning.
That’s why this map matters.
It’s not really about predicting the next stop. It’s about recognizing when emotion is starting to make the decisions for you.
Swipe through the route, then tell us in the comments: Where do you think investors are sitting today?
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