Home Katie Keir

More advisors are reporting discretionary assets under management, and firms are investing in discretionary platforms

  • May 17, 2021 June 14, 2021
  • 00:09

As ETF assets in the MFDA channel continue to grow, more firms are hopping on board

  • May 11, 2021 May 11, 2021
  • 13:00

A new survey from BMO GAM revealed gaps in people's ESG knowledge

  • May 5, 2021 May 5, 2021
  • 13:32

Despite ESG asset growth, more asset managers need fully integrated processes, an EY report says

  • April 21, 2021 April 21, 2021
  • 12:52

Responsible investing funds outperformed their peers during a tumultuous year

  • April 19, 2021 June 14, 2021
  • 00:09

Three companies will go head-to-head, with April 20 launches

  • April 16, 2021 April 20, 2021
  • 14:03

An assessment from the Institute for Sustainable Finance shows Canada is lagging Europe and the U.K.

  • April 9, 2021 April 9, 2021
  • 15:02

Providing early guidance on goals and investing can help build your book

  • April 9, 2021 April 9, 2021
  • 14:20

The firm’s third president in four years plans to improve advisor communication, support services

  • March 25, 2021 April 9, 2021
  • 14:12

There are more tech tools than ever before, but clients still value the human touch

  • March 22, 2021 March 19, 2021
  • 00:07