Broker-Dealer of the Future II, Part Three: Establish a Sound Economic Model

Broker-Dealer of the Future II, Part Three: Establish a Sound Economic Model

Ballooning bonuses, higher compliance costs and growing tech investments are squeezing margins to the limit. It's time to revisit the unit economics of each relationship to ensure everyone is on a sound financial footing.

The profitability of many broker-dealers is defined by their ability to deliver value to the advisors with whom they affiliate and charge a fair price for those services. Today, many broker-dealers are experiencing low profitability and a high volatility in their earnings—an economic model whose future is unclear. The Broker-Dealer of the Future will break this vicious cycle, establishing a sound economic model that regains control of the grid and creates profitable value-added services.

Stunning Transformation Three explores:

• Pricing the Risk and Return on Equity
• Managing the Grid
• The Importance of Non-Grid Revenues

Audience: Broker-Dealers