Home Katie Keir

Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

  • March 8, 2019 March 17, 2019
  • 15:13

Clients who invest in RRSPs should think long-term and diversify

  • February 12, 2019 March 17, 2019
  • 00:20

While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change

  • February 12, 2019 March 17, 2019
  • 00:13

Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015

  • January 21, 2019 March 17, 2019
  • 00:03