April 7, 2021 | Rebecca Baldridge |

Category:

Insights

Back Office Efficiency Provides the Foundation for Success

Whether brokerage, banking, or investment management, the front office grabs all the glory. But it's the back office that is the lifeblood of any firm, and problems there can torpedo client relationships, tarnish a firm’s reputation, and cost a lot of money. On the flip side, a back-office that hums with efficiency ensures seamless transactions and contented clients. With the right te

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March 24, 2021 | Rebecca Baldridge |

Category:

Insights

Using Multiple Brokers Can Aid the Quest for Best Execution

Brokers play an extremely important role as intermediaries in market transactions for institutional investors. Electronic trading has become a dominant force in the market, but many firms still prefer to talk to a salesperson or trader by phone. There are several reasons for this preference, but perhaps most important is that voice communications facilitate relationships between clients

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