Data Integration Tag

Getting Started with DTCC Wealth Management Services
Getting Started with DTCC Wealth Management Services

DTCC Wealth Management Services At a high level, it’s easy to understand the value of using DTCC’s wealth management services. DTCC can help broker-dealers streamline manual processes and reduce overhead; this is particularly true for large financial institutions that spend millions of dollars on post-trade activities. But what about small to medium-sized organizations? When does […]

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Webinar Recap: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs
Webinar Recap: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs

We recently hosted a webinar titled: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs. The panel featured industry leaders who discussed ways to leverage financial institution data to successfully drive revenue and growth. Discussion topics included accelerating growth in your investment program, how firms can use customer activities and events at the […]

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Third-Party Broker-Dealers Explained
Third-Party Broker-Dealers Explained

The Third-Party Broker-Dealer Model A growing number of banks and credit unions are partnering with third-party broker-dealers (also known as third-party marketers) such as LPL Financial Institution Services and Raymond James Financial Institutions Division. Industry consulting group Kehrer Bielan Research and Consulting estimate that over 2,900 financial institutions are selling investment services. Their research suggests that 98.6% offer investment […]

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