The internet changed everything when it was first introduced but it has not been until now that Broker Dealers, Exempt Market Dealers (EMD) are playing catch up to what clients expect from them.
Investor want this today:
They ask for all this because in other parts of their daily lives they are doing their tasks from the comfort of their home.
For Broker Dealers, EMD’s it’s important to not overlook what clients want from a financial services company in today’s market.