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  2. Katie Keir

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
online comments
People

Industry moves this week

October 11, 2023 Katie Keir
Industry News

CSA chair outlines projects, commits to “thoughtful” regulatory approach

October 5, 2023 Katie Keir
plan idea
People

Industry moves this week

October 4, 2023 Katie Keir
announcement
People

Industry moves this week

September 28, 2023 Katie Keir
vintage microphones
People

Industry moves this week

September 22, 2023 Katie Keir
announcement
Report Card on Banks 2023

Big-Six branch advisors say product restrictions aren’t a problem

September 18, 2023 Katie Keir
Report Card on Banks

Support is key to retaining branch advisors

September 18, 2023 Katie Keir
puzzle problem solving
News

Edward Jones tries out teams

September 14, 2023 Katie Keir
People

Industry moves this week

September 13, 2023 Katie Keir
plan idea
Industry News

Don’t jump hastily into Canada’s cross-border advice market

September 7, 2023 Katie Keir
U.S. Canada flag
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