TRADER eBiz - Where the smart money goes for answers - USeBiz.com

TRADER eBiz - Where the smart money goes for answers - USeBiz.com

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New AlphaClone Berkshire and Tiger Cubs Folios from Folio Investing
Folio Investing and AlphaClone now offer investment portfolios based on ideas from some of today's top fund managers - the AlphaClone Berkshire Folio and the AlphaClone Tiger Cubs Folio. Folio Investing is an online brokerage that enables investors to create custom investment portfolios (Folios) that are diversified like mutual funds but are personalized, tax efficient, and cost less. AlphaClone is a new and innovative investor service that makes it simple for investors to research and benefit from the winning stock ideas of the world's top fund managers.

Retail Stock Brokerage and Wealth Management Firms Enhance Customer Equity with Sage CRM
The recent stock market boom in India has resulted in a lot of erstwhile small to mid sized stock brokers expanding to become larger in size and scale with a network of sub brokers and an extensive direct sales team to cater to the increasing number of individual investors in the market. Retail brokerages have also diversified to extend Wealth Management services covering stock trading, investments in mutual funds, insurance products, and a host of other retail financial products. The focus has also been on advisory services to strengthen the ‘stickiness’ in their relationship. We now have a new breed of ‘relationship managers’ that dot the financial services business. This sudden business expansion has made it imperative for these companie...

What is a mutual fund
A mutual fund is an investment company that pools together the money of its shareholders, and invests it in a variety of stocks, bonds or money market instruments. A Mutual fund is usually managed by a professional fund manager, who is responsible for making investment decisions. By owning a share of a mutual fund an investor automatically owns all the shares the mutual fund owns.

Mutual fund Investments/ Mutual Fund investing/Mutual Fund Investment Advice
Mutual fund Investments/ Mutual Fund investing/Mutual Fund Investment Advice

Questrade offers rebates to mutual fund investors Investors win big with Mutual Fund Maximizer®, a new service that refunds trailing commissions
Questrade Inc. today takes on the brokerage industry with a new service that rebates mutual fund trailer fees to investors. Trailer fees are commissions fund managers pay as an incentive to brokers and mutual fund dealers for advising clients to purchase their funds. The trailer fee remains the same even if no financial advice is provided. With the launch of Mutual Fund Maximizer today, Questrade is the only direct access brokerage to give this fee back to its clients.


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