With over 3,000 securities firms operating globally, brokers play an important role in connecting clients to financial markets. They generally fall into one of two groups: retail brokers or institutional brokers. Although they both facilitate commerce, they serve completely distinct clients and have...
2 min read What’s one of the most important resources for forex or cfd brokers? Time! And this is where automation comes in. It allows brokers to focus on what truly matters: growing their brokerage and offering excellent service to their clients. In...
3 min read A money manager is a person or financial organisation who manages an individual or institutional investor’s portfolio. Consider a money manager both a personal financial coach and an investment quarterback. They take the time to understand each individual’s economic...
In Part 1, we saw the diverse cast of characters that animate the financial world. From brokers connecting buyers and sellers to investment bankers raising capital for companies, each player has an important role. But the financial ecosystem doesn’t operate in siloes. Today,...
6 min read At the heart of the finance industry are brokers and dealers. Brokers act as intermediaries, connecting buyers and sellers in various markets, such as stocks, bonds, and commodities. On the other hand, dealers trade securities directly, buying and selling them...
4 min read Online brokerages are booming. According to Broker Notes [1], a staggering 4.3 million people started trading in the past year. This influx of new investors has sparked fierce competition and brokers are all trying to attract these potential clients. Every...
