The advent of "
unbundling
" commissions and MiFID II compliance in Europe will change the
client service model (from broker-dealers to asset managers) forever. Full service
brokers as well as asset managers will have to evolve to remain competitive and viable.
Research and related services
from broker-dealers to asset managers have to be "priced"
explicitly. Additionally, asset managers have to be more accountable to their asset
owners when it comes to paying brokers for their services. Consequently, the use of data
and related analytics as part of the client service value chain is likely to grow in its
importance. Intelligent technology solutions to manage the evolving client relationships
will be integral to long-run commercial sustainability for broker-dealers, while helping
with the accountability requests of the buy-side.
MODERATOR
Michael Mayhew - Principal, Integrity Research
PANELISTS
Indy Sarker - CEO & Co-Founder, ANALEC
John Colon - Managing Director, Greenwich Associates
John McGough - Global Head of Business Development,
Castine Consulting
Larry Tabb - Founder and CEO, TABB Group