The Bold Moves Institutional Firms Are Making to Sustain Profitability




Session Type:

On Demand

Session Summary

Firms today face profitability challenges driven by lower revenues and returns and rising operational costs and regulatory pressures. Yet, there are winning formulas for growth. CastleOak Securities’ Co-Founder, President and CEO, David Jones and Co-Founder, Chief Financial Officer and Director of Operations, Philip Ippolito, will share what firms like CastleOak have been doing to sustain their momentum – and what your firm can do today to become more efficient and profitable.

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