Couple founded robo-advisor WealthBar in 2014
The Ontario Divisional Court has rejected TDAM’s leave to appeal an earlier ruling
The CSA warns the industry against abuses as bans loom for trailers, DSCs
A ban on trailers for discounters, a stronger OBSI and protecting seniors remain priorities for the CSA
An Ontario court certified the class action against TDAM over its funds paying trailers to discount brokers
Morgan Stanley will acquire E-Trade's $360 billion in assets and 5.2 million customers as part of the merger
The CSA plans to ban the payment of trailer fees to online brokerages later this year
Ontario is considering alternatives to a DSC ban, but will join the CSA in outlawing trailers for discount brokers
The rating agency says TD expects to recognize a sizeable re-evaluation gain at closing
The deal could herald more mergers across the industry