Research and Special Projects Editor, Advisor's Edge and Investment Executive
Katie Keir is a Research and Special Projects Editor at Advisor's Edge and Investment Executive. She specializes in topics related to banking, finance, and investment within the BFSI sector in Canada. Katie has been featured in Advisor.ca and Investment Executive, and is recognized as KRW's Best New Journalist in 2012.
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Canada (National)
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Katie Keir's coverage is heavily focused on business and industry, particularly within the financial sector. Given her emphasis on press releases and private sector announcements, she would likely be receptive to news of notable appointments, strategic shifts in companies, or significant developments within the Canadian financial industry.
If you have insights into major moves or changes within Canada’s financial industry—such as new appointments at key firms, expansions of product reach by major banks, or trends affecting wealth management and investment—you may find success reaching out to Katie with relevant information.
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A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth
By: Katie Keir
Regulators and investor advocates continue to eye banks’ fund market dominance, but branch advisors don’t feel hampered
Planners and advisors just want to be well coached, paid fairly and provided with effective tools
A video breakdown of the 2024 Report Card on Banks themes
From changing firms to starting new groups, advisors are making moves
No one can predict what markets will do over the next four years, but there are items to watch
Each week, we summarize notable moves across the financial industry.
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
By: Katie Keir
Firms must communicate with advisors and provide training when implementing new systems
A mix of executive and advisor moves were announced
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