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.
Kevin McPartland, Head of Market Structure and Technology Research at Greenwich Associates, hosts a panelist discussion on gaining access to new technology while minimizing the cost of change.
Learn what companies are doing to minimize their cyber security risks.
Kevin McPartland, Head of Market Structure and Technology Research, presents a 30-minute review of FX market structure developments.
Duncan Banfield and Ron Balmer host a 40-minute presentation on the imperative to cross-sell wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition.
Jacqueline Vose presents a timely discussion of the latest banking trends and how you can identify gaps in your digital customer experience strategy.
Kevin McPartland reviews this year's demand for OMS/EMS solutions.
Andrew McCollum shares recently-released research with over 600 large corporate pension funds about the current state of affairs relating to de-risking strategies.
Lydia Vitalis discusses the implications for managers as clients transition from seeking the best products to looking for partners to provide them with tailored, multi-product, multi-asset class solutions.
Andrew McCollum discusses how investor expectations related to investment counseling, portfolio solutions and partnership has changed the strategies required for success in direct sales, consultant coverage and client retention.
Sara Sikes discusses why institutional asset managers have begun to focus more attention on their brands and the tactical and strategic steps you can take to ensure strong and relevant messaging to the market.
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