Home Katie Keir

Shifts occurred across all industry segments

  • October 6, 2022 October 6, 2022
  • 16:17

Yet clients will need guidance in the medium term due to real estate-driven volatility and affordability pressures

  • September 30, 2022 October 3, 2022
  • 15:36

Aspirational planners need to take action for clients, Planworth’s James Fraser said at IAFP’s 2022 symposium

  • September 29, 2022 September 29, 2022
  • 16:07

Wellington-Altus adds Todd Ferguson to leadership team

  • September 27, 2022 September 27, 2022
  • 12:40

From leadership restructuring to the creation of a new role, it's a busy start to the fall

  • September 22, 2022 September 22, 2022
  • 15:12

An organizational shift at TD Securities made headlines this week

  • September 15, 2022 September 15, 2022
  • 14:37

The fall is already in swing, with a variety of moves and announcements

  • September 8, 2022 September 8, 2022
  • 13:15

Canaccord and Wellington both snagged advisors, while Beutel Goodman named fixed income lead

  • August 23, 2022 August 23, 2022
  • 13:53

As the bid for talented advisors increases, other Big Six banks haven't made material changes to compensation for incoming branch advisors

  • August 19, 2022 August 19, 2022
  • 10:35

Seasoned advisors are on the move

  • August 12, 2022 August 12, 2022
  • 12:17