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Firms were allowed to collect trailers before the CSA ban, court rules

Ontario court rules that discount brokers' receipt of trailing commissions was not considered illegal before the June 2022 ban

A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000

man using mobile phone

New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Court finds registered account investors were charged undisclosed currency fees for 10 years

More than half of respondents said they feel “more comfortable” with an advisor

  • By: IE Staff
  • November 21, 2019 November 21, 2019
  • 15:10

Clients of discount brokerage gain access to securities listed on the exchange

Investors gain ability to view account balances, holdings and order status in real-time

Active traders offered research, discounts and preferred interest rates

  • By: IE Staff
  • November 20, 2014 November 20, 2014
  • 11:00

Julie Barker-Merz is overseeing significant change at BMO InvestorLine with the introduction of adviceDirect