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.
A move to shared services offerings has come to capital markets, but reference data has yet to join the party.
Taking advantage of advanced methods on segmentation toward more holistic groupings can have substantial benefits to banks.
Amid all the time and resources asset managers devote to building “solutions-based” business models, the single most important factor in determining these firms’ success is the quality and execution of their relationship managers.
Greenwich Associates estimates €1.7 billion in annual European equity commissions at stake in “unbundling” debate.
Greenwich Associates pinpoints steps dealers can take to mitigate and manage “conduct risk.”
Enterprise feedback management platforms are emerging as powerful tools, but the task of selecting and implementing the right technology is only part of a much bigger and more complex strategic effort.
Given the current regulatory and market conditions, it's no surprise that everyone on both sides of the process is taking the broker vote more seriously than ever.
Ease of use, reliability and quality of support drive e-trading selection.
Blockchain technology presents a big opportunity for financial services firms.
While investors' needs and wants are critical to the development of new liquidity pools, dealers must be economically incented to show up to the party.
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