Keyword: Discount brokerages

234 results found
RBC introduces mobile app for DS advisors

Although mobile accessibility and services for discount brokerage clients has improved, it continues to lag the traditional online experience

  • By: Leah Golob
  • November 30, 2017 December 25, 2018
  • 12:15
Self-directed investors turning away from robo-advisors

There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds

  • By: Leah Golob
  • September 14, 2017 December 19, 2017
  • 11:40

Resist the temptation to help clients in a way that breaches your legal and regulatory obligations

TD Direct Investing to be merged with Interactive Investor

Although rising U.S. interest rates are making up part of the lost revenue, cutting costs “rarely lead to increased market share,” report finds

RBC GAM moves SRI funds to Vision Funds

The new tools enable investors to have a closer look at companies’ corporate practices and identify ESG leaders and laggards in an industry

  • By: IE Staff
  • March 20, 2017 January 29, 2018
  • 10:00

IIROC rethinks the role of "order execution only" firms

Canada’s robo-advisor market to see robust growth

This is the second time that the SRO has extended the comment period on proposed new guidance regarding discount brokers

BMO InvestorLine, which had claimed the top spot four times since 2011, fell to fourth place this year while Scotia iTRADE and Questrade filled out the top three

The SRO points out that the advice these firms are providing is helping to fill the “advice gap” some clients may be experiencing