Katie Keir

Advisors’ Report Card

Regional breakdown of advisor sample

November 15, 2024 Katie Keir, Roland Inacay
Job search
Advisors’ Report Card

How we did it: Advisors’ Report Card 2024

November 15, 2024 Katie Keir
Advisors’ Report Card

Five areas where wealth firms most need to improve advisor support

November 15, 2024 Katie Keir
man and a woman talking
People

Industry moves this week

November 8, 2024 Katie Keir
Hand placing a wooden person onto a wooden block
People

Industry moves this week

October 29, 2024 Katie Keir
new label
People

Industry moves this week

October 17, 2024 Katie Keir
Businessman overlooking multiple pathway options
Report Card on Banks

Report Card on Banks 2024 summary video

October 15, 2024 Katie Keir
Report Card on Banks

All quiet on the bank-branch front

October 15, 2024 Katie Keir
Canadian flags in business district
Report Card on Banks

How we did it: Report Card on Banks 2024

October 15, 2024 Katie Keir
Report Card on Banks

Few advisor complaints about product shelf restrictions at the Big Six

October 15, 2024 Katie Keir
Businesswoman calculates finances in an office
People

Industry moves this week

October 2, 2024 Katie Keir
vintage microphones
People

Why TD Bank veteran Raymond Chun is taking the reins from Masrani

September 19, 2024 Katie Keir