Home Katie Keir

A mix of executives and advisors have landed at new firms

  • June 13, 2024 June 13, 2024
  • 14:55

Support for both financial planning and succession planning by advisors remain areas of interest

  • June 5, 2024 June 4, 2024
  • 09:19

Results were relatively consistent in this year's Report Card, but advisors at firms undergoing management shuffles expressed uncertainty

  • June 5, 2024 June 5, 2024
  • 09:18

Methodology for the Brokerage Report Card 2024

  • June 5, 2024 June 4, 2024
  • 09:17

Several industry veterans take on new roles, across a mix of firms

  • June 3, 2024 June 3, 2024
  • 15:29

The new iAPW advisors will continue their training and systems conversion this summer

  • May 23, 2024 May 23, 2024
  • 16:24

And Richardson Wealth snags a $500M team from TD

  • May 10, 2024 May 10, 2024
  • 14:16

A mix of retirements and board appointments

  • April 26, 2024 April 26, 2024
  • 14:41

Notable news comes from banking, and a new leader joins Sterling Mutuals

  • April 15, 2024 May 3, 2024
  • 13:17

A mix of retirements and firm expansions, alongside RBC's termination notice

  • April 10, 2024 April 9, 2024
  • 07:01