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BMO offers more investment adviser help for online traders as demand for wealth planning grows


The Globe and Mail
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Bank of Montreal is accelerating its plans to offer one-on-one investing advice to high-end clients who are increasingly managing their own financial portfolios through low-fee online trading accounts.
A boom in online trading by do-it-yourself retail investors is fuelling new demand for investment advice from customers who are trying to navigate the markets, says Joanna Rotenberg, global head of Bank of Montreal’s wealth management operation. ....

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