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The unspoken truth: What equity traders wish their brokers understood (but are too polite to say)

A good broker can transform an equity trader’s day. They’re not just order-takers, they’re problem-solvers, partners and sometimes even advisors. But reaching that level of trust and understanding requires give and take. Communication is key—and sometimes, that means having tough conversations. To spark a healthy dialogue, we surveyed 40 U.S. buy-side traders about what they wish their brokers understood better about their daily grind.

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Equity Brokers

Client Segmentation in Asset Management

Greenwich Report
February 23, 2021 By: Mark Buckley

Asset managers are discovering a new tool in the fight for increased profitability in an increasingly competitive institutional market: persona client segmentation.

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