Brokerage payments have changed. What was once a simple process is now complex, driven by online trading and global markets. To succeed, brokerage CEOs must understand Payment Service Providers (PSPs) and Alternative Payment Methods (APMs). These aren’t just add-ons; they’re fundamental to attracting...
Brokers today are faced with a large array of stock trading software options. How do you pick the one that’s the perfect fit for your brokerage and your traders? If you are still confused about what you need, don’t worry, we are here...
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,...
