Leading institutional trading services and liquidity solutions firm Finalto has announced the launch of the Finalto Broker Handbook, a guide to help brokers build and sustain thriving retail brokerage businesses.
The Handbook covers key themes, including managing data, compliance, marketing, and liquidity.
The guide recognises that the retail brokerage space can be a difficult sector to navigate. The market is competitive and highly regulated. Compliance requirements, customer expectations and marketing best practice varying dramatically between jurisdictions.
Finalto designed the Broker Handbook to provide a clear and comprehensive guide to the multiple elements brokers and their teams need to know to drive their business.
