Katie Keir
Advisors’ Report Card
Advisors prize business freedom, lament back-office support
October 16, 2023
Katie Keir
Advisors’ Report Card
Advisors sound off on financial planning
October 16, 2023
Katie Keir, Emily Fox
Industry News
CSA chair outlines projects, commits to “thoughtful” regulatory approach
October 5, 2023
Katie Keir
Report Card on Banks 2023
Big-Six branch advisors say product restrictions aren’t a problem
September 18, 2023
Katie Keir
Industry News
Don’t jump hastily into Canada’s cross-border advice market
September 7, 2023
Katie Keir