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  1. Home
  2. Katie Keir

Katie Keir

People

Executive moves this week

February 3, 2022 Katie Keir
People

Executive moves this week

January 27, 2022 Katie Keir
Markets

Covid fear won’t drive markets in 2022-23: report

December 15, 2021 Katie Keir
Forecast
Research and Markets

Despite the hype, investors’ ESG interest hasn’t grown

December 8, 2021 Katie Keir
challenge-obstacle
Industry

As omicron looms, “weary” clients may need some TLC

December 2, 2021 Katie Keir
Shocked middle aged mature woman feeling stressed reading unbelievable online news, surprised senior old lady looking at laptop amazed by unexpected stuck computer problem sit on sofa at home (Shocked middle aged mature woman feeling stressed reading
Research and Markets

Institutional investors willing to ditch holdings over poor ESG

November 29, 2021 Katie Keir
Industry

Help investors beat FOMO

November 24, 2021 Katie Keir
confused man
Practice Management

Tips for advisors starting the succession planning process

November 22, 2021 Katie Keir
Tips for advisors starting the succession planning process
Practice Management

Practice assessment tips for advisors working on succession

November 22, 2021 Katie Keir
Practice assessment tips for advisors working on succession
Practice Management

Choosing and working with a successor for your practice

November 22, 2021 Katie Keir
Choosing and working with a successor for your practice
Building Your Business

The advisor’s retirement: Making a smooth transition

November 22, 2021 Katie Keir
retirement gameplan
Industry

A steady hand at the IIAC helm

November 22, 2021 Katie Keir
Laura Paglia
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