Another U.S. firm has entered the Canadian robo advice market. On the heels of Invesco's formal announcement that it was launching advisorDUO, a online platform for Canadian retail investors, Broadridge Financial Solutions launched its first robo advisor with Wealthsimple, a Toronto-based online investment manager. The platform will be available initially in Canada for both advisors and retail investors, offering automated investing service and mobile, paperless onboarding.
Amid continuing broker protocol talks and regulatory changes, technology has emerged as an important, yet relatively unnoticed factor that shapes the recruiting landscape of the advising industry. It has a two-way impact: With technology, firms aim to hire less and do more, while advisors looking to switch firms often can’t accept a downgrade in digital support.
Bank Investment Consultant is pleased to once again roll out its annual list of the top advisors in the bank channel. Our signature ranking factors in multiple measures of individual performance —namely, AUM, production, percentage growth in both AUM and production, fee business and the ratio of production-to-AUM — and combines them into one composite score. (The AUM figures are as of the end of August; the trailing-12 production figures are for the 12-month period ending Aug. 31.)
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".