Katie Keir

Industry News

Wellington-Altus adds new advisor-focused executive role

January 10, 2024 Katie Keir
announcement
Industry News

Industry moves: Dave Kelly takes on new COO role with Richardson Wealth

January 9, 2024 Katie Keir
Research and Markets

Learn more about Investment Executive’s Report Card series

January 5, 2024 Katie Keir
People

CI Financial’s Darie Urbanky will depart at the end of next year

December 21, 2023 Katie Keir
Personnel
People

Industry moves this week

December 19, 2023 Katie Keir
Industry News

Scotiabank plans to add branch advisors, expand product reach

December 14, 2023 Katie Keir
This picture says the development of economy, successful, and achievement
People

Industry moves: Executive departure at TD leads to new wealth head

December 11, 2023 Katie Keir
change direction
Building Your Business

Should you build your own technology setup?

December 11, 2023 Katie Keir
Concept of digital workflows
People

Industry moves this week

December 8, 2023 Katie Keir
Industry News

How to run an airtight practice that protects clients and yourself

December 7, 2023 Katie Keir
finding your niche
People

Andrew Marsh appointed to Wellington-Altus board

November 30, 2023 Katie Keir
Crowded boardroom
Industry News

How dealers are managing advisor fees as costs rise

November 21, 2023 Katie Keir
magnifying glass