Author: Whiter Runner

For a long time, traditional brokerages were considered the safer choice in the eyes of many financial professionals.

Licenses were mature, processes were clear, and career paths were relatively certain. Working in such a system for a long time, one gets used to that sense of security with clearly defined boundaries: what can and cannot be done, with rules to follow for every step.

But in the past few years, the environment for policies, compliance, and cross-border business has continuously evolved, and the business boundaries of traditional brokerages have been adjusted accordingly. Client offboarding, regional restrictions, and tightened customer acquisition — terms that once only appeared in the news gradually…