BMO InvestorLine – Investment Executive

Proposed trailer fee class action denied again

jameslangton — Fri, 26 Jan 2024 19:33:22 +0000

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

jameslangton — Mon, 23 Jan 2023 23:11:44 +0000

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

jameslangton — Fri, 18 Jun 2021 21:11:30 +0000

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

Fiona Collie — Tue, 09 Mar 2021 16:25:34 +0000

New advice channel caters to high net-worth clients

jameslangton — Mon, 02 Mar 2020 16:53:06 +0000

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

gregdalgetty — Thu, 21 Nov 2019 20:10:42 +0000

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

Alan — Tue, 26 Jul 2016 16:40:00 +0000

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

Alan — Fri, 10 Apr 2015 13:30:00 +0000

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

Alan — Thu, 20 Nov 2014 16:00:00 +0000

Active traders offered research, discounts and preferred interest rates

Alan — Fri, 07 Nov 2014 05:00:00 +0000

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