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@newswire Virtual Brokers Continues to Beat the Competition @newswire/virtual-brokers-continues-to-beat-the-competition Virtual Brokers is sharing #1 ranking for Best Online Broker by The Globe and Mail's Annual Online Broker Ranking, this year. #brokers
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@EpsteinResearch @Xriva, Interactive Brokers is a good trading platform for trading stocks in the U.S., Canada & Australia. #brokers
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@Goldfinger @Xriva interactive brokers has a US$10,000 account opening minimum. I would recommend Etrade and just know that you will be forced to buy Canadian equities under their US OTC listing. This can be a bit treacherous for less liquid names, however for more liquid names such as Nexgen it's really almost as liquid as trading them on a Canadian exchange. #brokers
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@Xriva #brokers Thanks Gents, I will pass on the info and recommend CEO.CA as one of their research tools.
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@newstracker Barclays Plc is preparing to tell 7,000 clients to do more trading with the firm or find another bank, the latest move in an industrywide trend of winnowing down customer lists to the ones that produce significant profits. https://www.bloomberg.com/news/articles/2016-12-19/barclays-severing-ties-with-up-to-7-000-clients-to-boost-returns $BARC.L #brokers
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@racker NoBroker raises $7M more to connect home owners with buyers and renters directly https://techcrunch.com/2016/12/18/nobroker-raises-7-million-more/ love the name! #realestate #fintech #india #brokers
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@racker New Investment Industry Association of Canada (IIAC) webinar for #brokers to explain new CRM2 fee disclosure rules to clients. IIAC wants to "help advisors use CRM2 to strengthen their relationships with clients through confident and comfortable conversations." http://iiac.ca/webinars-2/ New rules are designed to help #retail investors easily understand performance and fees.
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@racker #brokers is a dirty word, right? It's #Advisors now.
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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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