Client is looking to speak to Senior Financial Services Experts to understand the following:
1. Retail Brokerage Segment: Understand the dynamics of this business, how various players are positioned, how one should think about future performance, etc.
2. Mutual Fund Distribution: How the economics work, how the key players are positioned, banks versus non-banks, how to think about future trends and growth, etc.
3. Discount Brokerages: Understand the trends from the perspective of discount brokers
