A section dedicated to great perspectives on market forces – it will make you smarter.

2018 Canadian Discount Brokerage Review & 2019 Preview

What a difference a year makes. In December of 2017, “investors” were HODLing for Bitcoin and weed stocks and were tripping over one another to open up new trading accounts as well as overloading trading systems and customer service lines at online brokerages across Canada. While it didn’t catch everyone by total surprise, the online brokerage industry in Canada awoke …

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2017 Canadian discount brokerage review & 2018 preview

Hard to believe how fast time flies. As we near the end of the 2017, we felt it was an appropriate time to reflect on what has been yet another eventful year for Canadian online brokerages. And, while we could comment on the rise of roboadvisors or the changing preferences of online investors, we figured it would be far more …

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Let’s get ethical: Scotia iTRADE launches tool to help DIY investors with sustainable investing

Even though Scotia iTRADE has a predominantly red logo, it appears that they’re banking on investors seeing this online brokerage as being green thanks to a new sustainable investing push. Earlier this year, Scotia iTRADE launched an interesting tool for DIY investors interested in socially responsible investing by introducing a sustainability research add-on to its online trading platform. The sustainable …

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Fee-ling the Pinch: US Online Brokerage Fee Wars and the Fiduciary Duty Rule

With all the legal and political battles going on in the US right now, it’s a little hard to keep track. There are, however, a pair of feuds that DIY investors and Canadian discount brokerages may want to keep on their radars, namely the commission price war between US online brokerages and the efforts to rescind the Department of Labor’s …

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Oh SNAP! An IPO like no other?

Snapchat has taken its sweet time to go public since co-founder and CEO Evan Spiegel hinted in 2015 that the company needed an IPO. But the time for Snapchat (whose official name is now Snap Inc) to go public has finally arrived. This week,  200M Class A Common stocks went public, and what an entrance it made. Up 44% in …

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Questrade’s IPO Centre: What you need to know

If you haven’t heard much about IPOs this year, you’re not alone. Globally, investment bankers have had a lot more time on their hands and deal flow has slowed to its lowest levels in a decade (see data on Global IPO proceeds below, courtesy of Renaissance Capital). Just about 6 months ago, however, Questrade waded head first into IPO deal …

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What are Friends For? A Review of Online Brokerage Refer-a-Friend Promotions

One of the interesting paradoxes of DIY investing is that for many investors, the journey to doing it yourself actually starts by consulting a lot of other people. Knowing this, several online brokerages have created incentive programs aimed at giving existing clients a ‘win/win’ approach to refer their friends and family. Unfortunately for many investors, when it comes to the …

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Price Drop: HSBC InvestDirect Lowers Standard Commission Pricing

If there’s one thing that can take a Canadian discount brokerage from obscurity to contender, it’s dramatically lowering its standard commission pricing. Despite a relatively quiet summer, the lead up to the fall of 2015 has now officially been marked with a price drop from an unlikely source: HSBC InvestDirect. As of early September, HSBC InvestDirect has dramatically lowered and …

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