Home Katie Keir

There's higher demand for advisor coaching and consulting that can't be ignored

  • November 24, 2022 November 24, 2022
  • 09:00

Advisors' questions can influence how much clients share and how comfortable they are

  • November 23, 2022 November 23, 2022
  • 14:08

This week's industry moves

  • November 22, 2022 November 22, 2022
  • 14:16

The rules are changing for older and vulnerable clients as the proportion of Canadians navigating retirement increases

  • November 21, 2022 November 21, 2022
  • 00:18

Changes include executive shifts at iA Financial Group related to wealth division

  • November 18, 2022 November 18, 2022
  • 11:55

A variety of announcements were released

  • November 10, 2022 November 10, 2022
  • 11:50

IG Wealth's latest index shows most Canadians expect a recession next year

  • November 9, 2022 November 9, 2022
  • 08:00

An investment plan does not equal a financial plan

  • October 26, 2022 October 26, 2022
  • 13:37

Leadership veterans joining the IIAC's group of advisors include big hitters like Rick Annaert, Steve Donald and Steve Geist

  • October 21, 2022 October 21, 2022
  • 14:03

FSRA's advisory committee for planners, advisors nearly fully staffed; new CFO at CPPIB

  • October 14, 2022 October 14, 2022
  • 12:55