Katie Keir

Research and Markets

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
Newspaper

The advisor’s retirement: Making a smooth transition

November 22, 2021 Katie Keir
retirement gameplan
News

A steady hand at the IIAC helm

November 22, 2021 Katie Keir
Laura Paglia
Research and Markets

Is there limited room for jobs growth in North America?

November 18, 2021 Katie Keir
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Research and Markets

DP pools should be available to more retiring Canadians, report says

November 16, 2021 Katie Keir
Research and Markets

Addressing the fears and “custom” needs of millennials

November 9, 2021 Katie Keir
People

BMO adds new senior role focused on wealth firm strategy, growth

October 13, 2021 Katie Keir
Advisors’ Report Card

Firms must remain nimble to help advisors grow

October 12, 2021 Katie Keir
nimble advisor
Advisors’ Report Card

How we did it: Advisors’ Report Card 2021

October 12, 2021 Katie Keir