Posts tagged Value of Advice

Questrade Revisited: Clarifications . . . and Dangerous Loopholes

A few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.

WowM, FeaturedJason PereiraSeptember 7, 2020Roboadvisor, Discount Broker, Value of Advice, Marketing

Questrade's Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.

There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.

WowM, FeaturedJason PereiraJune 8, 2020Roboadvisor, Discount Broker, Value of Advice, Marketing