Although mobile accessibility and services for discount brokerage clients has improved, it continues to lag the traditional online experience
There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds
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
The new tools enable investors to have a closer look at companies’ corporate practices and identify ESG leaders and laggards in an industry
IIROC rethinks the role of "order execution only" firms
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