Katie Keir

Brokerage Report Card

Advisors diving into discretionary management

May 17, 2021 Katie Keir
working from home
Industry News

Sterling Mutuals adds ETFs to product shelf

May 11, 2021 Katie Keir
Research and Markets

Canadians need education on ESG investing

May 5, 2021 Katie Keir
inequality between people
Research and Markets

‘Once-in-a-century’ pressures leading to greater ESG demand: EY

April 21, 2021 Katie Keir
ESG growth
News

ESG funds pass their first major test

April 19, 2021 Katie Keir
ESG growth
Products

Multiple direct custody Ether ETFs coming to market

April 16, 2021 Katie Keir
Research and Markets

Too few TSX companies are disclosing climate-related targets: report

April 9, 2021 Katie Keir
Industry

How to connect with your clients’ kids

April 9, 2021 Katie Keir
Industry

New iA Private Wealth head promises to “win the hearts” of advisors

March 25, 2021 Katie Keir
plan idea
Building Your Business

How wealthtech is changing advice

March 22, 2021 Katie Keir
advisor client technology
Industry

CFA Institute’s ESG product standards will build on current frameworks

March 2, 2021 Katie Keir
Focus on Products

Finding fixed-income opportunities in a low-rate world

February 22, 2021 Katie Keir
mining for diamonds