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@racker "The best way to build trust isn’t to convince people that you don’t make mistakes. It’s to convince them that you’ll be honest and corrective when you inevitably do." http://www.collaborativefund.com/blog/the-power-of-brutal-honesty/ #sales #marketing #trust #brokers
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@racker ‪Anshu Jain to Join Cantor Fitzgerald as President http://nyti.ms/2hKDX0p#brokers
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@newswire TD Securities Completes Acquisition of Albert Fried & Company @newswire/td-securities-completes-acquisition-of-albert-fried-a82bf $TD $TD The purchase of AF&Co's includes self-clearing, securities lending and a prime brokerage technology platform. TD Securities plans to complete the technology platform development with the aim to be fully operational in the prime brokerage business in 2017. #brokers
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@RocketRed 2017-01-03 15:54 $IIROC News Release IIROC expels Union Securities from membership #brokers
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@newswire RBC Global Asset Management Inc. announces December sales results for RBC Funds, PH&N Funds and BlueBay Funds @newswire/rbc-global-asset-management-inc-announces-december $RY $RY RBC Global Asset Management Inc. today announced December mutual fund net sales of $874 million. Long-term funds had net sales of $883 million and money market funds had net redemptions of $8 million. Assets under management increased by 1.1 per cent. #brokers
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@nlepan When he first joined Merrill Lynch at age 21 in 1985 as a stockbroker, Mr. Soper spent his time cold-calling would-be investors and pitching stocks to nab sales commissions. But in the three decades since, Merrill and many other big brokerages have pushed their brokers instead to serve as overall financial advisers, providing long-term financial planning and pitching checking accounts, credit cards and other banking products, rather than single stocks. http://www.wsj.com/articles/how-merrill-tamed-its-herd-pushing-brokers-to-pitch-bank-products-1483704001? #brokers
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@nlepan Morgan Stanley $MS and UBS Group AG $UBSG are set to raise their stakes in separate Chinese securities joint ventures to 49 percent, people with direct knowledge of the moves said, betting on strong deals momentum in the world's second-largest economy. #china #brokers http://www.reuters.com/article/us-china-banks-securities-idUSKBN14T058
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@racker Wealthsimple introduces premium service for rich investors http://www.investmentexecutive.com/-/wealthsimple-introduces-premium-service-for-mass-affluent-investors #brokers “Wealthsimple Black” will provide clients with $100,000 or more invested in the service with a lower management fee and access to tax-efficient funds and tax-loss harvesting http://www.advisor.ca/news/industry-news/wealthsimple-launches-premium-service-222832
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@racker The retail asset management business is changing greatly. Services like WealthBar are pushing fees down. Broker commissions used to be 6% fixed (on every trade) now startups are competing for .6% (per annum). #deflation #brokers
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@racker https://www.responsive.ai Another interesting Vancouver based retail wealth management disruptor #brokers
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@nlepan The Canadian Securities Administrators published a report on mutual fund fee reform. If the regulators go forward with the proposed recommendations, trailer fees and other embedded fees would be banned. Furthermore, it would allow new market entrants into the mutual fund business. http://www.theglobeandmail.com/report-on-business/mutual-fund-fee-ban-would-bring-low-cost-players-into-the-market-report/article33562819/ #brokers #regulators
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@racker Investment Industry Association of Canada Highlights 2016 Achievements http://iiac.ca/wp-content/uploads/IIAC-Highlights-of-Our-2016-Achievements.pdf #brokers
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@tommy “If it’s the single-minded pursuit of #wealth that drives you, make sure that you don’t really care about family, friends or health,” said Brett Wilson, a cancer survivor. “Just go get the money, pile it up, and jump on that pile and enjoy it, because that’s all you’ve got.” http://blog.ceo.ca/2014/11/19/how-brett-wilson-beat-the-big-banks-to-build-an-energy-powerhouse/ he was good on BNN today, smart conversation on boutique #brokers, speciality analysts, the Canadian investment industry http://www.bnn.ca/abject-gap-in-their-brains-brett-wilson-slams-trudeau-liberals-over-energy-policy-1.656100
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@newsfile SEC Uncovers Cherry-Picking Scheme, Charges Investment Adviser Behind It @newsfile/sec-uncovers-cherry-picking-scheme-charges-investment The SEC filed fraud charges in against Michael J. Breton and his firm Strategic Capital Management, alleging they defrauded clients out of approximately $1.3 million.  Breton allegedly placed trades through a master brokerage account and then allocated profitable trades to himself while placing unprofitable trades into the client accounts. #brokers #regulators
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@tommy ‪Are Bay Street’s analysts doomed? http://www.theglobeandmail.com/report-on-business/rob-magazine/are-bay-streets-analysts-doomed/article33761786/‬ no! Good long form reporting by Niall Mcgee #brokers #analysts (behind Globe paywall)
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@racker Robo-adviser investment firms are seeking approval from #regulators to register new clients entirely online without having to speak with an adviser, arguing long-standing regulations need to be adjusted to accommodate new business models https://sec.theglobeandmail.com/globe-investor/personal-finance/robo-adviser-investment-firms-seek-rule-changes-from-osc/article33819695/ #brokers #kyc
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@racker Get your HNW client out of legacy limbo www.advisor.ca/my-practice/get-your-hnw-client-out-of-legacy-limbo-224379 only 22% of high net worth Canadians have an #inheritance plan. #brokers
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@racker Another reason you can't trust your #brokers http://thecrux.com/why-you-unfortunately-cant-trust-your-broker/ "Morgan Stanley has a message for the exchange-traded fund world: Pay up. Or else." oh snap!
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@newswire Virtual Brokers is Ranked the Best Priced Broker in the Industry @newswire/virtual-brokers-is-ranked-the-best-priced-broker-in #brokers According to a recent survey published by Surviscor, Virtual Brokers surpassed all major banks and independent brokers by being ranked as the leader in terms of cost for 2016.
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@VR Has anyone found a good way for a Canadian to buy Australian stocks? I know I can do it through TD Waterhouse, but the commissions are killer.
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@tommy IIAC Investment Industry Hall of Fame: Call for 2017 Nominations http://iiac.ca/halloffame/ #brokers
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@racker CTI Capital Securities’ new hybrid advice platform targets the mass affluent http://www.investmentexecutive.com/-/cti-capital-securities-new-hybrid-advice-platform-targets-the-mass-affluent new clients to signup and complete questionnaire, then algorithm will suggest a portfolio based on the answers. Clients must meet with a CTI rep in person prior to investing. #brokers
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@newswire Canaccord Genuity Wealth Management Appoints New Chief Investment Officer @newswire/canaccord-genuity-wealth-management-appoints-new-chief $CF $CCORF $CF $CF@CN $C6U $C6U@F $CCORF $CCORF $CF@L $CFIN@L $CF_PA $CF_PC $CT $CA1348011091 $CCORF  Michel Perera as Chief Investment Officer. Based in London, Michel will succeed Nigel Cuming. Michel is an experienced investment strategist, having spent the past 19 years at JP Morgan Private Bank, where he was the Chief Investment Strategist. #brokers
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@tommy CIBC adds mining banker. David Shaver will report to Chris Gratias, the bank’s head of global mining investment banking http://www.theglobeandmail.com/report-on-business/streetwise/cibc-adds-mining-banker/article33951133/ #mining #brokers $CM
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@newswire Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2017 Results @newswire/canaccord-genuity-group-inc-reports-third-quarter-adc4e $CF $CCORF $CF $CF@CN $C6U $C6U@F $CCORF $CCORF $CF@L $CFIN@L $CF_PA $CF_PC $CT $CA1348011091 $CCORF Including all expense items, Canaccord recorded net income of $4.5 million or net income of $1.2 million attributable to common shareholders. This is a significant improvement over last year when the company reported a net loss of $346.4 million. #brokers
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@racker #Dundee Capital Partners Name Change Announcement @marketwired/dundee-capital-partners-name-change-announcement now Eight Capital #brokers
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@racker The Financial Advisor’s Guide to Asset Allocation http://awealthofcommonsense.com/2017/02/the-financial-advisors-guide-to-asset-allocation/ #brokers The perfect allocation will only be known in hindsight. "You have to be able to explain it."
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@newswire Planner Securities Announces Launch of Groundbreaking Alpha Plan Platform @newswire/planner-securities-announces-launch-of-groundbreaking #brokers
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@NicholasLiberty An EXTREME word of warning for those who use TD WEB BROKER DIRECT INVESTING, TD DIRECT INVESTING EMPLOYEES have compromised my account by resetting all my passwords as a day trader I WAS LEFT HIGH AND DRY!! this is an UNPRECEDENTED MALICIOUS ATTACK ON MY MONEY YOU SHOULD ALL BE AWARE OF!! On 9:00 am Tuesday 14th of Feb I called TD Direct Investing in regards to a minor WEB BROKER glitch on a limit sale. My problem was unresolved so I had expressed a concern for the holdings I intended on selling/buying that morning, with no regard or sympathy of the situation I disconnected. The Moment after I disconnect the line I try to open WEB BROKER TO FIND MY PASSWORD HAS BEEN RESET! AFTER BEING ON HOLD AGAIN FOR 15 MIN TO RESET MY PASSWORD I FIND THAT MY TRADING PASSWORD HAS ALSO BEEN RESET! I have not once reset my password or changed my password since the day I opened my account. DO NOT EVER! EVER!! EVER!!! EVEN CONSIDERING USING TD DIRECT INVESTING YOUR MONEY IS NOT SAFE YOUR SECURITY CAN BE COMPROMISED!!!! #brokers
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@nicholaslepan Rob Carrick of the Globe and Mail has ranked online brokerages. Qtrade gets a A, Questrade gets a B+, RBC Direct Investing gets a B, Scotia iTrade gets a B, TD Direct investing gets B+, Virtual Brokers gets A. The runts of the pack are Credential Direct and HSBC InvestDirect, with a C+ and a D respectively. #brokers http://www.theglobeandmail.com/globe-investor/investor-education/annual-online-brokerage-ranking-carrick/article33238778/
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@racker The investment industry has to spell outs the commissions it charges clients but that is not the case in the #insurance industry http://www.theglobeandmail.com/globe-investor/personal-finance/household-finances/do-you-know-how-much-commission-youre-paying-your-insurance-broker/article34053301/ #brokers
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@tommy "One of the greatest challenges for Canadians is that, in general, those providing financial advice do not have an incentive to recommend index funds." Ben Felix, a friend from highschool http://thecanadianfinancialadvisor.com/blog/2017/2/15/smart-investment-decisions-are-simpler-than-you-think #brokers
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@Altamo FYI- Schwab has a special deal right now for people that move their Scottrade account over to Schwab. You get one year of free equity trades for every year you have had a Scottrade account. I got 17 years, score! This includes bulletin board stocks. I've also applied for their Global account I can trade Canadian stocks for about $10.50. I did enjoy the Scottrade and ease but you can't beat free. I'm sure I'll get up to speed with Schwab.
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@TheLip2 @altamo I can't find that offer anywhere online. Can you provide a link?
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@Altamo It is an unadvertised offer. I called to ask about a different offer and was told about this one. Call them. It covers all accounts in your household so I switched my wife's vanguard account also.
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@212research Previously owned by Barrick Gold, over 40 Million dollars in infrastructure (today's value), all the research to prove there's at min 5% just sitting there waiting to be mined and extremely undervalued. Once Gold takes off, you can easily swap out 500% plus from this PPS.. check it out here and remember where you heard it! Http://212research.com/212-research-report-bfgc.html
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@racker "Voleo Inc. is pleased to announce that its wholly owned US subsidiary, Voleo USA, has completed registration across America, enabling investors in every state to form teams to invest with their trusted peers. The platform remains in soft-launch and is exclusive to a limited number of teams ahead of broad release in spring 2017." #voleo #brokers
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@marketwired Investors Hub Launches In-App Trading Execution @marketwired/investors-hub-launches-in-app-trading-execution $IHUBY $IHUBY $IHUBY #brokers using TradeIt, the same broker integration took Stocktwits uses
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@racker Trust me with your money https://aeon.co/essays/how-wealth-managers-earn-the-trust-of-the-world-s-super-rich #brokers #wealth how to open the purse strings of the wealthy
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