Broker Education Portfolio Management 
The TRADE
JANUARY 3, 2024
That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. This business model education piece is a large part of what we do, asking firms: ‘do you want independence or do you want scale?’
Focus Investment Banking
NOVEMBER 11, 2024
Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. And one of the reasons why I can actually attribute those numbers from going up is because one education, you know it’s just the ability to educate an owner in the value of offering those lines of coverage.
Expert insights. Personalized for you.
64 
Let's personalize your content