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...Michael Klein orchestrated a spinout of the investment banking business, negotiating not only a $175mn buyout of his own firm, but also a $10mn fee for his advice....
...The advice may be worthwhile for regulators to study given that it came from an activist who days ago was worried of contagion. “I don’t have a crystal ball,” Peltz said....
...As with its peers, any investment it makes into its network — from electricity pylons and cables to customer advice and service — is paid for by customers through a charge on household energy bills....
...Santander receives no compensation from the investment, the filing notes. A Santander spokesperson declined to comment. The filing did not state when the robo would launch....
...Young investors are less likely to approach speculative financial products as investments with underlying value....
..., advice and wealth management offering....
...Financial advice and planning may be charged for in a similar way, with clients paying an extra annual fee for access to advisory services at their convenience....
...Trading-only platforms such as TD Ameritrade were swiftly consolidated....
...Hargreaves will target customers who hold only shares, to see if it can provide additional targeted advice....
...This was followed by climate pledges from Barclays in March, Morgan Stanley in September, JPMorgan Chase and HSBC in October, and TD Bank in November....
...Along with several large banks, independent registered investment advisers (RIAs) have made commitments to improving the lot of minority groups....
...This is where the real money is these days, alongside providing investment advice and monetising idle cash in client accounts. Schwab knows this....
...Schwab, which is already the biggest online brokerage with more than 10m active accounts, has pushed into asset management and doubled down on offering investment advice as fees from trading shares bleed...
...As it tries to replace revenues it has surrendered, Schwab is now doubling down on investment advice and guidance, while bulking up in asset management, through acquisitions such as the $1.8bn deal in July...
...However, Santander restarted branch-based investment advice in 2016, offering personalised advice including tax planning and discretionary wealth management as well as offering investment funds to smaller...
...Citigroup has recruited Greg Saksida from TD Securities to head energy investment banking in Canada, Reuters reported citing an internal memo....
...Vanguard’s strategy is to drive down costs along the entire investment chain, reducing fees for products, trading and advice in order to win new business....
...One campaign that was particularly successful was by TD Waterhouse, which has since become TD Ameritrade....
...Or do you see there is a kind of continued and sustained investment in research for innovative products and so on that will be useful or necessary?...
...s biggest backer, Andrew Cohen of Point72, the Stamford, Connecticut-based hedge fund, declined to comment on the circumstances of Mr Hill’s removal from Commerce, which was sold for $8.5bn to Canada’s TD...
...Justin Modray at Candid Financial Advice says those investing in equities need to decide whether to buy shares in individual companies directly, or use funds which combine a number of investments in one...
...Tim Hockey, chief executive of TD Ameritrade, said during results last month that the online brokerage had seen a 72 per cent year-on-year surge in new accounts of customers aged under 35....
...Model portfolios — the type of ready-made investment portfolio often sold by “robo advice” websites — are also in the regulator’s sights....
...Value for money offered by model portfolios — the type of ready-made investment portfolio often sold by “robo advice” websites — is also in the regulator’s sights....
...officer of retail broker TD Direct Investing....
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