Home Katie Keir

Deadlines to implement the client-focused reforms were extended, and dealers are working out how to comply with the new requirements

  • November 23, 2020 November 19, 2020
  • 00:10

Canada's big banks and pension funds are leading the charge in TCFD reporting, finds a new paper

  • November 18, 2020 November 18, 2020
  • 11:50

A report finds women face systemic challenges and are deterred by negative perceptions of the industry

  • November 10, 2020 November 10, 2020
  • 13:02

Investment plans need to be flexible, but don't abandon tested strategies

  • November 2, 2020 November 17, 2020
  • 00:13

Governance remains the top factor impacting investment decisions

  • October 23, 2020 October 23, 2020
  • 12:27

Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios

  • October 22, 2020 October 22, 2020
  • 11:52

A persistent lack of knowledge about RI offers an opportunity for advisors to help

  • October 22, 2020 October 21, 2020
  • 07:00

While the CRA has been flexible, tax professionals face challenges

  • October 9, 2020 October 8, 2020
  • 00:06

More women are being appointed to board roles, but representation of visible minorities remains limited

  • October 6, 2020 October 6, 2020
  • 12:14

The wealth gap, low interest rates and climate change pose major challenges

  • September 29, 2020 September 29, 2020
  • 14:40