Best Practice (Good)
Offer integrated views of financial services issues so that each service is always tied to insight of another. Use different platforms to convey this message via publishing of research and white papers, multimedia efforts (such as podcasts and webinars) and industry events.
Typical Practice (Bad)
Structure the Research Management Group in a way that researched data and information for each financial service is assembled piecemeal and provided in the form of publications.
Benefits: Connects the customer and other broker dealer groups to a broader insight into industry markets, trends and economies. Allows the research and information to be easily translated into action.