Katie Keir

People

Industry moves this week

November 9, 2023 Katie Keir
People

Industry moves this week

November 3, 2023 Katie Keir
a woman entering a door of unknown mystery
Industry News

Industry moves this week

October 26, 2023 Katie Keir
announcement
Industry News

iA Private Wealth approved for dual registration

October 26, 2023 Katie Keir
new label
Advisors’ Report Card

How we did it: Advisors’ Report Card 2023

October 16, 2023 Katie Keir
Advisors’ Report Card

Hurdles for retired, decumulating clients across the industry

October 16, 2023 Katie Keir, Emily Fox
Advisors’ Report Card

Advisors prize business freedom, lament back-office support

October 16, 2023 Katie Keir
Advisors’ Report Card

Advisors sound off on financial planning

October 16, 2023 Katie Keir, Emily Fox
online comments
People

Industry moves this week

October 11, 2023 Katie Keir
Industry News

CSA chair outlines projects, commits to “thoughtful” regulatory approach

October 5, 2023 Katie Keir
plan idea
People

Industry moves this week

October 4, 2023 Katie Keir
announcement
People

Industry moves this week

September 28, 2023 Katie Keir
vintage microphones