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Clients’ career paths are becoming less straightforward, and you need to adapt
Latest news in Katie Keir
Explaining how RI and smart beta come together
Demand is rising for both ESG analysis and smart beta strategies
- By: Katie Keir
- June 12, 2018 September 10, 2018
- 00:00
Investing in volatile energy stocks
This manager bought an energy giant and a new entrant, and only one panned out
- By: Katie Keir
- December 15, 2017 September 9, 2018
- 00:00
Ontario on track to regulate advisor titles. Are you ready?
The province's fall economic update confirmed legislation is coming
- By: Katie Keir
- November 15, 2017 September 5, 2018
- 15:51
Training: Not only for rookies
Veterans explain how they support new team members
- By: Katie Keir
- November 14, 2017 October 9, 2018
- 16:16
Why to report outside business activities
Whether you're a hockey coach or partner in a business, regulators want to know
- By: Katie Keir
- November 14, 2017 September 5, 2018
- 15:56
Responsible investment here to stay, despite hurdles
New survey looks at RI trends and hurdles
- By: Katie Keir
- October 31, 2017 September 4, 2018
- 00:00
Tackling tough markets
Here’s how portfolio managers are responding
- By: Katie Keir
- October 20, 2017 September 4, 2018
- 00:00
When to keep and let go of investments
A portfolio manager shares his experience
- By: Katie Keir
- October 20, 2017 September 4, 2018
- 00:00
Are robos regulated like humans?
Typical Canadian robos are held to a fiduciary standard.
- By: Katie Keir
- October 13, 2017 September 4, 2018
- 00:19
Pro bono legal clinic backs wronged investors
Do you know about this service for investors?
- By: Katie Keir
- September 25, 2017 September 4, 2018
- 15:00
The upside of U.K. prime minister’s failed election bet
Theresa May’s election gamble failed, but markets are stable
- By: Katie Keir
- June 9, 2017 September 4, 2018
- 00:00
How to use ETF Facts
Use the opportunity to review portfolios with clients
- By: Katie Keir
- May 19, 2017 September 4, 2018
- 00:00
Battle over CSA reforms reveals industry cracks
The CSA is caught in a struggle, so what is the right way forward? Experts weigh in.
- By: Katie Keir
- May 18, 2017 September 4, 2018
- 15:25
Behind-the-scenes look at Buffett’s AGM
Long-time Berkshire investor offers inside scoop on the 2017 meeting.
- By: Katie Keir
- May 12, 2017 September 4, 2018
- 00:00
Sustainable ways to offer responsible investing
Four advisors share how they grow interest in ESG analysis and investing
- By: Katie Keir
- May 12, 2017 September 4, 2018
- 00:00
Only 2 provinces ‘committed’ to BIS, but work continues: CSA
Industry stakeholders and non-industry commenters at odds over CSA reforms.
- By: Katie Keir
- May 11, 2017 September 4, 2018
- 13:43
Were they right? This PM’s ‘not loading up on bonds’
Until 2018, it may be best to underweight bonds and hold more cash.
- By: Katie Keir
- May 1, 2017 February 25, 2019
- 00:00
Are clients being pushed into fee-based accounts unnecessarily?
IIROC's message is clear: "disclosure alone is not sufficient to address conflicts."
- By: Katie Keir
- April 27, 2017 September 4, 2018
- 13:17
‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal
Why it's smart to invest in fintech, and why most firms are taking it slow
- By: Katie Keir
- April 27, 2017 September 7, 2018
- 08:00
An ETF to invest in ETFs
It's official: now, there really is an ETF for everything. How did this happen?
- By: Katie Keir
- April 21, 2017 September 4, 2018
- 14:28
Save clients from emotional mistakes
If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?
- By: Katie Keir
- April 17, 2017 March 13, 2020
- 12:10
When and how to replace a fund in a portfolio
When crafting a client’s portfolio, have a contingency plan: funds can’t always remain with clients over the long term, perhaps for tax or strategy reasons,…
- By: Katie Keir
- April 13, 2017 September 4, 2018
- 00:00
Updated: Ontario ready to shake up financial industry
Not familiar with the proposed changes? Time to check them out.
- By: Katie Keir
- March 31, 2017 September 4, 2018
- 14:14
Hike gave Fed ‘more breathing room,’ says analyst
Here's a closer look at the U.S. Fed's first hike of 2017.
- By: Katie Keir
- March 15, 2017 February 25, 2019
- 00:00