Nigel Singh, CEO of VTI Australia, highlights AI’s transformative role in wealth management, enhancing marketing, CRM, and client engagement. AI’s potential in risk compliance is also notable, flagging key terms like “complaint” to enable proactive measures. Nigel underscores that AI complements wealth managers, empowering them to focus on meaningful client interactions.
Tony discussed how ViewTrade is transforming cross-border investing in Australia, empowering advisors and investors through innovation, market insights, and strategic partnerships.
Tony (Anthony) Petrilli, Global CEO discusses ViewTrade’s entry to Australia, aiming to save the wealth industry $160 million annually. By empowering local firms to provide clients with seamless global market access—without the need for foreign accounts—ViewTrade offers innovative solutions to drive efficiency. In his interview with Ausbiz, he highlights the need to diversify superannuation investments, especially in US equities.
Carl Brazendale discussed our expansion into Australia and India. In the interview, he shares insights on ViewTrade’s approach to risk, including its relevance to the GameStop meme stock phenomenon. He also highlights key considerations for firms evaluating a new custodian or enterprise technology partner.
In the latest episode of our “Passport to Possibilities” travel series – ViewTrade’s Director of Institutional Sales, Latin America Jody Giraldo discusses his recent trip to Argentina. Jody highlights the technological growth in the region, noting that the next generation of investors are seeking innovative approaches to brokerage services.
On a recent episode of Nasdaq TradeTalks, ViewTrade President of Brokerage Services James St. Clair joined Christopher Hurley from CAPIS and Terrence Cheung from LiquidityBook to discuss the new T+1 settlement cycle for applicable securities and the necessary steps the industry needs to take to comply with the switch.
In Part One, ViewTrade Chief Revenue Officer of APAC and Middle East Laksh examines three prevalent trends across APAC’s established financial institutions:
In Part Two, ViewTrade Chief Revenue Officer of APAC and Middle East Laksh examines three prevalent trends across APAC’s more modernized fintech players that are addressing a changing technology and financial landscape:
President of Brokerage Services James St. Clair walks us through the history of the overnight trading session, how it compares and contrasts with trading during regular hours and the challenges and opportunities this strategy presents for industry firms.
James St. Clair, President of Brokerage Services, discusses the transition to T+1 settlement. With the rule change going into effect on May 28, 2024, James examined the importance of adequate preparation, concrete steps that affected firms can take and the ways ViewTrade is helping its clients get ready for this momentous shift.
In this episode of FinTech Focus TV, Laksh Gangwani, ViewTrade Chief Revenue Officer of APAC and Middle East, discusses the value of partnership, explores the latest macro trends in brokerage and tech, as well as the importance of pushing towards a more realistic business model, after the post-COVID tech bounce.
In this video, James St Clair, President of Brokerage Services discusses the breadth of U.S. trading venues and the National Best Bid & Offer – NBBO – a two-sided price that captures the best bid and offer prices for a given security.
In this video, ViewTrade CEO Tony (Anthony) Petrilli offers perspectives on U.S. market structure, with a focus on some of the aspects of custody & clearing in the U.S. vis-a-vis other markets.
In this video, ViewTrade CEO Tony (Anthony) Petrilli discusses the differences between omnibus and fully disclosed models for opening new customer accounts – and why brokers, wealth managers, investment advisers and other firms should care about the difference.
In this video, ViewTrade CEO Tony (Anthony) Petrilli taps into decades of experience building solutions for cross-border investing to share advice with listeners on how to approach this strategic endeavor. Highlights include advice for selecting enabling partners and top considerations for firms interested in activating cross-border investment opportunities for their retail clients.
ViewTrade CEO Tony (Anthony) Petrilli sat with Forefront Communications in early 2023 to discuss our history, position in the market, and outlook heading into the year as we rolled out new products and services.
