South african stockbrokers association

South african stockbrokers association

Author: RombI4 Date: 16.06.2017

Consilium Securities is ranked the Top Advice-Based Stockbroker and GT The other awards are based on an assessment by research house Intellidex, which is strongly informed by client views. It is conducted by Intellidex, a specialist financial research house.

Codes | Stockbrokers Association of Australia

The structure and nature of the survey has been informed by our experience built up over the past six surveys, as well feedback from the stockbroking community and stockbroking clients. In the survey format changed substantially with more emphasis placed on specific offerings to clients and client satisfaction ratings, and less emphasis on how stockbrokers would cater to different client archetypes. We also changed the awards last year to recognise the top online broker and the top advice-based telephone broker.

We maintained that format this year.

The research follows three legs. First, a comprehensive questionnaire is sent to stockbrokers, asking for details of their products, pricing and market positioning. Second, a mystery shopping and desktop research exercise is undertaken by Intellidex analysts to verify information provided and assess transparency and responsiveness.

America's Top Stockbrokers

And finally, a major online survey is undertaken of retail stockbroking clients. Points are awarded proportionately to the brokers between these extremes. The survey report as published in FM Investors Monthly magazine can be found here.

The judging process is finalised and the winners will be announced on 27 June at an awards ceremony at the Crowne Plaza Rosebank Hotel. This compares with 2, clients last year. The results and full report will be published in the Financial Mail Investors Monthly magazine — our new media partner for this project — on 29 June.

south african stockbrokers association

The locally-based firm, part of the Standard Bank Group, has maintained its lead over international majors. RMB Morgan Stanley, the joint venture between Rand Merchant Bank and US firm Morgan Stanley, maintains its second-placed spot.

Intellidex has expanded its capacity and expertise in the field of market research with the appointment of Heidi Dietzsch as market research manager. In evolving over the years into a specialist financial research house and consulting boutique, Intellidex has developed a strong market research capability.

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