Katie Keir

Report Cards

How we did it: Advisors’ Report Card 2025

November 13, 2025 Katie Keir
Mid-year blackboard
Report Cards

How we did it

October 21, 2025 Katie Keir
Magnifying glass looking at financial data
Report Cards

Report Card on Banks highlights

October 21, 2025 Katie Keir
Magnifying glass icon in flat style. Search loupe on color background. Business analytic charts illustration. Vector design object for you project
Report Cards

Big Six’s retail-banking businesses gain momentum

October 21, 2025 Katie Keir
ESG growth
Report Cards

Dealers’ Report Card highlights

September 12, 2025 Katie Keir
new label
Dealers’ Report Card

How we did it

September 12, 2025 Katie Keir
questions
Dealers’ Report Card

Dealer firms can’t forget the basics

September 12, 2025 Katie Keir
Dealer firms can’t forget the basics
Report Cards

What’s driving brokerage advisor satisfaction

June 5, 2025 Katie Keir
What’s driving brokerage advisor satisfaction
Brokerage Report Card

How we did it

June 5, 2025 Katie Keir
Examining a document on a computer with a magnifying glass
People

Industry moves this week

December 5, 2024 Katie Keir
Modern office building close up in sunlight
From the Regulators

OSC, CIRO to review banks’ sales practices

November 26, 2024 James Langton, Katie Keir
Piggy banks on stacks of gold coins
Advisors’ Report Card

How loyal are advisors to their firms or banks?

November 15, 2024 Katie Keir, Roland Inacay
Review process