
Also subject heading: Online trading
| ID #: | 39272203 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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Survey of experienced do-it-yourself (DIY) online investors. Includes: % say the biggest lesson they’ve learned is to be prepared, % bought a hot pick without doing sound research beforehand, % say they started purchasing investments without having a defined plan, % say they bought when the market was at its peak, % say they reacted too quickly when the market dipped. % say the most important advice for those starting out is to start small and work your way up as your comfort and confidence level builds, do your research before making investment decisions, be disciplined in your investment approach What should DIY investors who are just getting started look for in an online brokerage? [discount brokerage] % say competitive pricing, ability to track and manage portfolios in real time, fast and reliable platforms, wide selection of products and investments, real-time access to global markets % of online investors say DIY investing is more convenient, easier and they are more comfortable managing their portfolios than expected, % say their biggest challenge is deciding what to invest in. having enough knowledge, time commitment, too many options [online trading] |
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| Pub Date: | 10/13/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada, provinces | |||||||||||||||
| Hyperlink 1: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Posted/Updated: | 10/13/2011 | |||||||||||||||
| ID #: | 3679 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Description: | Web site performance ranking of Canadian Online brokers. Measures response time rating, availability rating, and consistency rating. [discount brokerage, online trading]] | |||||||||||||||
| Pub Date: | 10/1/2011 | |||||||||||||||
| Frequency: | Annual | |||||||||||||||
| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
| Hyperlink 1: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Posted/Updated: | 10/1/2011 | |||||||||||||||
| ID #: | 39272115 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Description: | Customer satisfaction ranking of Canadian discount brokerages. Includes: Comparison of U.S. and Canadian investor experience with discount brokerages - % reported: Contacted about products/services/seminars twice in the past 12 months, Website never inaccessible in the past 12 months, Aware of and use asset allocation tool, Aware of and use at least one financial planning tool | |||||||||||||||
| Pub Date: | 9/22/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
| Hyperlink 1: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Posted/Updated: | 9/23/2011 | |||||||||||||||
| ID #: | 39271890 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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Survey of women do-it-yourself (DIY) investors. Includes: % have signed up for online investing in the last 5 years, % plan on increasing the portion of their portfolio with their online brokerage, % say being in control of and managing their investments is the top advantage of online investing, % enjoy being involved in researching and making investment decisions, % say it's more cost effective, % say it is convenience and accessible, % of women online investors are planning for retirement online through accounts such as retirement savings plans and retirement income funds The top features women look for in an online brokerage - % report: competitive pricing, the ability to track portfolios in real time, a wide range of investment products, fast and easy to use online platforms, comprehensive selection of free research tools, low start-up amount required Top advice from women online investors - % report: be willing to do your research, don't be afraid to ask for help, start small and work your way up once you are comfortable, ensure you have a balanced portfolio, be disciplined, take advantage of opportunities provided by online broker [discount brokerage, online trading] |
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| Pub Date: | 7/18/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
| Hyperlink 1: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Posted/Updated: | 7/19/2011 | |||||||||||||||
| ID #: | 39271865 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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% of Canadian online investors have been investing for longer than three years, % of these are 36 years of age and older Key challenges identified by those who are newer to online investing - % report not confident investing on their own, little time to manage investments, inadequate knowledge to manage investments on their own % of those newer to online investing use their online brokerage to gain investment knowledge Top reasons for opening an online account: - % report: For convenience, To have control over investments, To gain cost savings on fees and commission, To become a better educated investor % of married discount brokerage users report having completely separate investment accounts from their spouses, % of men have consulted online resources, % of women have consulted family or friends [online trading] |
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| Pub Date: | 7/12/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
| Hyperlink 1: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Posted/Updated: | 7/12/2011 | |||||||||||||||