Home Katie Keir

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • September 24, 2021 September 24, 2021
  • 15:37

Clients' concerns range from broad social and fiscal spending to potential tax changes

  • September 22, 2021 September 22, 2021
  • 14:40

An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list

  • September 17, 2021 October 12, 2021
  • 15:14

CWB and Meridian will continue to offer outside products

  • September 16, 2021 September 20, 2021
  • 16:35

The SRO has elected to maintain more prescriptive guidance around KYC reviews

  • September 3, 2021 September 3, 2021
  • 11:49

One weak area was application processing for prospective mortgage brokers and insurance agents

  • August 30, 2021 August 30, 2021
  • 15:41

Residential investment has far outpaced business investment

  • July 23, 2021 July 23, 2021
  • 16:19

The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September

  • June 9, 2021 June 9, 2021
  • 11:30

In a volatile year, behavioural coaching was crucial

  • June 4, 2021 June 4, 2021
  • 13:11

New research from DBRS Morningstar highlights how growing ESG interest is playing out in the insurance space

  • June 2, 2021 June 2, 2021
  • 13:29