Reading Time: 3 minutes Imagine transforming every idle asset in your portfolio into a revenue stream. Fully-Paid Securities Lending (FPSL) enables investors to lend their fully-owned stocks, creating an additional income source. For brokerage firms, FPSL offers a way to capitalize on dormant assets, substantially increasing earnings through lending fees while also enhancing client engagement Read more…
Reading Time: 6 minutes The FinTech industry is no stranger to AI innovation, and the rise of conversational AI assistants—be it text-based chatbots or voice-enabled systems—is one of the most transformative developments in recent times. These intelligent systems reshape customer interactions, automate services, and enhance security. However, with every innovation comes a set of Read more…
Reading Time: 3 minutes In the aftermath of the 2008 global financial crisis, trust in traditional financial institutions was at an all-time low. Investors, wary of human error and the high costs associated with financial advisors, sought alternatives, and that’s when the concept of robo-advisory models emerged. A robo-advisor is a digital platform that Read more…
Reading Time: 4 minutes The narrative that retail investors are less experienced than their Wall Street counterparts (aka institutional investors) has shifted significantly over the last five years. Perhaps the democratization of trading tools and education has empowered ‘Main Street’ traders to become more sophisticated and self-directed. During the COVID-19 pandemic, retail participation surged Read more…
Reading Time: 3 minutes While brokerage firms in the capital markets industry are increasingly aspiring to be data-driven, the ground reality often tells a different story. A 2022 survey by NewVantage Partners reports that only 19.3% have a strong data culture, and just 47.4% are investing in data analytics, revealing a significant gap between Read more…
Reading Time: 4 minutes The US capital markets have been solidifying their position as a leading global hub, attracting companies from various sectors and regions. This trend was evident in 2021 when Swiss sneaker brand On Holding announced its Initial Public Offering (IPO) launch directly on the New York Stock Exchange (NYSE). Fast forward Read more…
Reading Time: 3 minutes The US securities trading industry recently transitioned to a T+1 settlement cycle from T+2, marking a significant change aimed at increasing market efficiency and reducing risk. Canada transitioned to the T+1 settlement cycle for equity and long-term debt market trades on May 27, 2024, ahead of the US market. The Read more…
Reading Time: 7 minutes A 2023 press release from the SEC suggests that the shift to the T+1 settlement cycle for the US securities trading market will require a collective investment of $3.5 billion to $4.95 billion on the part of buy and sell-side firms. Barely scratching the surface, these cover only implementation costs. Read more…
Reading Time: 4 minutes Explore strategies for successful T+1 settlement transition, focusing on overcoming legacy system challenges and harnessing interoperable technology, automation, and AI for efficient, rapid securities transactions.
Reading Time: 3 minutes Explore the top 5 reasons to choose a multi-asset brokerage platform: streamline investments, diversify your portfolio, reduce costs, access global markets, and enhance risk management.
Reading Time: 4 minutes Learn how corporate actions impact order routing & execution so broker-dealers can streamline core & post-trade operations for a seamless trading lifecycle.
Reading Time: 3 minutes Here are the 5 essential elements your Automated Trade Order Management System needs for optimal performance.