Katie Keir – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 04 Dec 2018 21:42:05 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Katie Keir – Advisor's Edge https://phoenix.advisor.ca 32 32 Balancing financial stability and life experience https://phoenix.advisor.ca/my-practice/conversations/balancing-financial-stability-and-life-experience/ Wed, 28 Nov 2018 14:00:52 +0000 https://www.advisor.ca/?p=158462 Clients’ career paths are becoming less straightforward, and you need to adapt

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]]> Explaining how RI and smart beta come together https://phoenix.advisor.ca/columnists_/katie-keir/explaining-how-ri-and-smart-beta-come-together/ Tue, 12 Jun 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/explaining-how-ri-and-smart-beta-come-together/ Demand is rising for both ESG analysis and smart beta strategies

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]]> Investing in volatile energy stocks https://phoenix.advisor.ca/columnists_/katie-keir/investing-in-volatile-energy-stocks/ Fri, 15 Dec 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/investing-in-volatile-energy-stocks/ This manager bought an energy giant and a new entrant, and only one panned out

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]]> Ontario on track to regulate advisor titles. Are you ready? https://phoenix.advisor.ca/columnists_/katie-keir/ontario-on-track-to-regulate-advisor-titles-are-you-ready/ Wed, 15 Nov 2017 15:51:23 +0000 https://avatar.advisor.ca/uncategorized/ontario-on-track-to-regulate-advisor-titles-are-you-ready/ The province's fall economic update confirmed legislation is coming

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]]> Training: Not only for rookies https://phoenix.advisor.ca/columnists_/katie-keir/training-not-only-for-rookies/ Tue, 14 Nov 2017 16:16:21 +0000 https://avatar.advisor.ca/uncategorized/training-not-only-for-rookies/ Veterans explain how they support new team members

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]]> Why to report outside business activities https://phoenix.advisor.ca/columnists_/katie-keir/why-to-report-outside-business-activities/ Tue, 14 Nov 2017 15:56:35 +0000 https://avatar.advisor.ca/uncategorized/why-to-report-outside-business-activities/ Whether you're a hockey coach or partner in a business, regulators want to know

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]]> Responsible investment here to stay, despite hurdles https://phoenix.advisor.ca/columnists_/katie-keir/responsible-investment-here-to-stay-despite-hurdles/ Tue, 31 Oct 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/responsible-investment-here-to-stay-despite-hurdles/ New survey looks at RI trends and hurdles

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]]> Tackling tough markets https://phoenix.advisor.ca/columnists_/katie-keir/tackling-tough-markets/ Fri, 20 Oct 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/tackling-tough-markets/ Here’s how portfolio managers are responding

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]]> When to keep and let go of investments https://phoenix.advisor.ca/columnists_/katie-keir/when-to-keep-and-let-go-of-investments/ Fri, 20 Oct 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/when-to-keep-and-let-go-of-investments/ A portfolio manager shares his experience

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]]> Are robos regulated like humans? https://phoenix.advisor.ca/columnists_/katie-keir/are-robos-regulated-like-humans/ Fri, 13 Oct 2017 00:19:22 +0000 https://avatar.advisor.ca/uncategorized/are-robos-regulated-like-humans/ Typical Canadian robos are held to a fiduciary standard.

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