Home Katie Keir

IFIC elected board members and some well-known names received promotions

  • September 22, 2023 September 22, 2023
  • 14:44

Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients

  • September 18, 2023 September 15, 2023
  • 00:12

Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings

  • September 18, 2023 September 15, 2023
  • 00:02

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

  • September 14, 2023 September 14, 2023
  • 12:54

Head of Advocis resigns, and other industry moves

  • September 13, 2023 September 13, 2023
  • 16:24

More wealth firms have entered the U.S.-Canada cross-border space in recent years. But are they ready?

  • September 7, 2023 September 7, 2023
  • 18:31

Plus, new leadership at Women in Capital Markets and a new executive at Horizons

  • September 5, 2023 September 5, 2023
  • 09:00

Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves

  • August 30, 2023 August 30, 2023
  • 11:26

Advisors identify struggles such as back-office glitches and gaps in business support

  • August 28, 2023 August 28, 2023
  • 00:01

As OSC review gathers dust, regulators continue to question the ethics of proprietary-only product shelves

  • August 23, 2023 August 23, 2023
  • 12:00