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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

The Next Generation of Trust

Greenwich Webinar   Complimentary
April 2, 2018 By: Kevin McPartland

Kevin McPartland, Dan Connell and special guest Rebecca Fender, CFA of CFA institute review recent research on changing investor expectations. 

Becoming a Treasury Superhero

Greenwich Webinar   Login Required
February 5, 2018

Maribeth Farley and special guests from Redbridge DTA and AutoNation discuss strategies to manage bank relationships, analyze bank service fees and find cost saving opportunities. 

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