Katie Keir
Research and Special Projects Editor at Advisor.ca
Research & special projects editor for @advisorca, @IE_Canada. KRW's Best New Journalist, 2012. Vegetarian & passionate about animal rights. Movie lover.
Articles
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Dec 5, 2024 |
investmentexecutive.com | Katie Keir
Katie Keir Each week, we summarize notable moves across the financial industry. Michelle Myers has been named global chief auditor, effective Dec. 9, with TD Bank Group, marking her entry to the senior executive team. Myers succeeds Anita O’Dell, senior vice-president and global chief auditor and interim U.S. chief auditor, as O’Dell plans to retire at the end of May 2025.
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Nov 15, 2024 |
investmentexecutive.com | Katie Keir |Roland Inacay
Katie KeirRoland Inacay For the Advisors’ Report Card — Investment Executive’s annual summary research report that assesses advisor satisfaction in Canada — advisors and/or planners across the country are interviewed for each of the Brokerage Report Card, Dealers’ Report Card and Report Card on Banks (see the full methodology).
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Nov 15, 2024 |
investmentexecutive.com | Katie Keir |Roland Inacay
Katie KeirRoland Inacay In each of its 2024 Report Cards, Investment Executive asked financial advisors or planners how likely they would be to recommend the firms or banks for which they worked to other professionals, on a scale of zero to 10 (with 10 being most likely). Those recommendation ratings were used to determine firms’ Net Promoter Score® (NPS®) results in each of the Brokerage, Dealer and Bank Report Cards.
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Nov 15, 2024 |
investmentexecutive.com | Katie Keir
Firms must communicate with advisors and provide training when implementing new systems By: Katie Keir Source : Investment Executive November 15, 2024 09:34 Katie Keir For firms and banks operating in Canada’s financial advice industry, providing efficient technology tools and back-office resources remains a difficult task that needs to be addressed, Investment Executive’s 2024 Advisors’ Report Card reveals. This Report Card summarizes data from the 2024 Brokerage Report Card, Dealers’ Report...
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Nov 15, 2024 |
investmentexecutive.com | Katie Keir
The interviews were conducted by seven research journalists: Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson. They asked advisors and planners to provide a performance rating and an importance rating for the categories that applied to the firms or banks for which they worked or processed business. The ratings could range between zero (meaning “poor” or “unimportant”) and 10 (meaning “excellent” or “critically important”).
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The time has arrived: @IE_Canada's 2023 Brokerage Report Card has landed. Measuring advisor satisfaction for three decades, the research explores key themes in the #wealthmanagement industry. Check it out! https://t.co/BQyBxtPipc
The 2022 Advisors' Report Card from @IE_Canada delves into timely topics like the average impact on advisors of the client-focused reforms, plus their views on ESG investing and DE&I policies. To learn more, read: https://t.co/zDGyQ2N1cC. #WealthManagement #research
To find out who in the industry is switching firms and taking on new roles, read @IE_Canada's latest industry moves summary! The fall is off to a bang with multiple shifts. https://t.co/fsNLgjoGXn