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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> technology trends

Technology trends for IBDs

Posted by RJ and Makay on Jan 26, 2012

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TechnologyThe Financial Services Institute’s (FSI) OneVoice conference recently hosted a panel on the top 10 technology trends that currently impact independent broker-dealers, and the trends that will likely affect them in the future.  Spenser Segal, CEO of ActiFi, moderated for panelists Suresh Kumar of Pershing and Ron DePoalo of Fidelity, in a discussion on the impact of technology.  Their commentary is included in the following list of trends.