Katie Keir

ETF Guide 2021

ETF portfolios with an impact

October 12, 2021 Katie Keir
family walking
Advisors’ Report Card

Firms already acting on 2021 Report Card feedback

October 12, 2021 Katie Keir
communication
Advisors’ Report Card

Mutual funds remain paramount for dealer advisors

October 12, 2021 Katie Keir, Melissa Shin
advisor on top
Advisors’ Report Card

Brokerage firms elicit strong advisor loyalty

October 12, 2021 Katie Keir
strong advisor
Industry News

Departure of Dean Manjuris won’t impact growth goals, Richardson says

October 8, 2021 Katie Keir
Research and Markets

Asset owners welcome ESG regulatory guidance

October 7, 2021 Katie Keir
People

Philip Petursson moves to IG Wealth

October 1, 2021 Katie Keir
new label
Research and Markets

Mutual fund investors remain more likely to use advisors: survey

September 29, 2021 Katie Keir
Industry News

Stop putting off succession planning

September 24, 2021 Katie Keir
succession planning
Industry News

How advisors are responding to the pandemic election results

September 22, 2021 Katie Keir
Insurance Advisors’ Report Card

Insurance agencies persevered throughout pandemic

September 20, 2021 Katie Keir
persevere through challenges
Insurance Advisors’ Report Card

How we did it: Insurance Advisors’ Report Card

September 20, 2021 Katie Keir