With leverage restrictions soon to be implemented, we examine the efforts brokers are making to reshape their client base
Finance Magnates
It’s been less than four months since the European Securities and Markets Authority (ESMA), a regulatory body whose name is likely to send shivers down the spines of retail brokers, announced its new restrictions on contracts-for-differences (CFDs) and binary options.
By now, most people in the retail industry are familiar with the regulation but, for those of you who have been living under a rock, ESMA’s edicts are still worth going over. Beware, this makes for scintillating stuff.
Binary options are out. Gone. Kaput. Finito. ESMA has decided to prohibit the marketing, distribution, and sale of them. This is understandable given that the behaviour of certain market players has led many to believe that the antonym of ‘scrupulous’ is in fact ‘binary options broker.’
Having read the regulations, and recovered from their initial shock, some brokers have decided they won’t be able to remain in business if they stay in the Old Continent. As a result, many are moving offshore or shutting up shop altogether.
Finance Magnates
The regulation isn’t just a problem for smaller players either. Though they predict a return to profitability in the next year, IG Group, one of the largest firms in the retail broking space, admitted in its most recent financial report that the new regulations are likely to cause a slump in its revenues.
Aside from fleeing Europe and settling in, to put it kindly, a more broker-friendly country somewhere out in the Pacific or the midst of the Caribbean, brokers do have another means of limiting the impact of the regulation - reclassification.
ESMA’s regulation only applies to retail traders. That means if a broker’s client decides to reclassify as a professional trader, none of the leverage restrictions will apply to him.
After extensive research and conversations with a number of leading brokers, Finance Magnates has found that, though it will drastically reshape the industry, ESMA’s regulation may not hurt some broker’s revenues as much it would first appear.
Bringing in the pros
Two weeks ago, Plus500, one of the leaders in the CFDs retail trading market, released a trading update for investors. The firm was positive, stating that it looks set to have a stellar performance in Q2 of the current fiscal year.
Contained within the statement was another interesting piece of information. The CFD broker noted that of its current client-base, 12 percent would likely be able to reclassify as Elective Professional Clients (EPCs).
Significantly, the traders that made up that 12 percent were responsible for bringing in 75 percent of Plus500’s revenues. The implications of this were made clear by the firm itself.
“The Board believes,” said the broker’s statement, “that the Group's EPC offering puts it in a strong position to maintain revenue from those customers following the implementation of the new ESMA rules.”
Not alone
Plus500 isn’t the only firm to have a small segment of its clientele providing it with the bulk of its revenue. Finance Magnates spoke to a number of brokers who suggested that a similar proportion of their traders were providing the overwhelming majority of their cash flow.
Graeme Watkins, CEO, Valutrades
“The industry has a sort of 90/10 rule,” said Valutraders CEO Graeme Watkins, “where we say that 10 percent of your clients generate 90 percent of your revenue. I would say that almost all brokers, invariably, will generate most of their revenue from the top end of their business.”
Two other firms that Finance Magnates spoke to, OctaFX and InterTrader, agreed. Though they did not reveal their own numbers, both stated that brokers could expect approximately 20 percent of clients to generate 80 percent of revenue.
In a recent announcement, IG Group also noted that 3800 of its clients, who are classified as professional, had contributed 35 percent of its leveraged trading revenue in the previous quarter. The firm added that it is now sifting through 15,000 applications from retail clients who want to be reclassified as professional traders.
Similarly, in its gargantuan annual report, CMC Markets stated that it “is in the process of reviewing client requests to be treated as elective professional clients.” The firm added that it has a “strategy of attracting and retaining high value and professional clients to mitigate some of the impact [of the ESMA regulation].”
Our keen-eyed readers will have realised that most of the above figures fit neatly with the Pareto principle. This is the idea that approximately 20 percent of a group engaging in a particular activity, whether it be paying taxes, owning land or committing crimes, will be responsible for 80 percent of that activity.
The difference in this case is that, ideally for brokers, their top 20 percent of traders will no longer be subject to the same rules as the other 80 percent. How easy that will be to implement is dependent on a number of factors.
Terms and conditions apply
In order to reclassify a client as a professional, brokers have to jump through a number of regulatory hoops. Clients must first state, in writing, that they wish to be classified as a professional.
A broker receiving such a request must then clearly indicate to the client that they will lose all regulatory protections and compensation rights. After this, the client must state in writing, in a new document, that he is aware of the consequences of losing such protections.
Finance Magnates
Simple, right? Except the process doesn’t end here. After this, a broker must give the client a test that demonstrates he is capable of making his own investment decisions and has an understanding of the risks involved. How this test is designed seems be at the discretion of the broker.
Over the course of this test, a prospective client must also satisfy two of three conditions. If they do not make an average of 10 trades of “significant size” per quarter, clients must have a portfolio worth €500,000 ($586,000) and over a year’s worth of experience in the financial sector.
These rules leave some wiggle room for unscrupulous behaviour- how large is a trade of “significant size” for instance? - and some brokers already appear to be taking advantage of the them.
“We’ve heard that a number of brokers are trawling through LinkedIn, finding clients with some tenuous connection to finance, and telling them they should reclassify.” Said Watkins. Others have noted a similar pattern but don’t think the trend is likely to last.
“In the past, the FCA hasn’t taken long to respond to new regulation.” Said Christian Rolando, founder of Lugano Associates, a London-based regulatory consultant to brokers, “at some stage they’ll come looking and, if brokers aren’t behaving appropriately, they'll consider enforcement action.”
Changing tactics
Regardless of any backhanded methods, many brokers are quite open about the fact that they will be encouraging their clients to reclassify as professional.
“We won’t only encourage the most vital traders which are eligible for reclassification,” said George Pantzis, a manager in OctaFX’s research division, to Finance Magnates, “but will also enable them to become more professional by signing up to our educational course and by joining a trading academy.”
Other firms aren’t being quite as explicit as Pantzis but the moves they are making still imply they are taking similar steps. As noted, IG Group and CMC Markets are both going through client requests to reclassify as professional.
CMC Markets has even released a new service to cater to a more high-end clientele. In April, the broker launched CMC Pro, a new service designed to maintain a client-base that trades with high leverage.
Another broker, InterTrader, has done the same thing. At the beginning of July, the broker confirmed that it was going to start providing a professional service to traders.
There seem to be two meanings to the this statement, one is true and the other is not. The retail industry is not just beginning, as most people reading this article are aware, it has been around for decades.
On the other hand, we may indeed be at the beginning of a new stage within the lifecycle of the retail trading industry. In fact, the changes we are seeing may mean it is no longer even appropriate to refer to the industry as ‘retail.’
The behaviour of brokers so far indicates that ESMA’s regulation has pushed them into focusing on wealthier, professional clients. This is illustrated by their focus on developing professional products over the past six months and their encouraging of specific, revenue-generating clients to reclassify as professional.
Many in the industry have predicted that ESMA’s regulation will push out the smaller, less professional brokers but the same could be true for brokers’ clients. If those brokers no longer devote any energy to maintaining or onboarding clients that don’t qualify as professional traders, the number of truly 'retail' clients may shrink dramatically.
That would mean we are left with only large brokers and professional traders. Is that still the retail industry? Perhaps, but certainly not as we once knew it.
It’s been less than four months since the European Securities and Markets Authority (ESMA), a regulatory body whose name is likely to send shivers down the spines of retail brokers, announced its new restrictions on contracts-for-differences (CFDs) and binary options.
By now, most people in the retail industry are familiar with the regulation but, for those of you who have been living under a rock, ESMA’s edicts are still worth going over. Beware, this makes for scintillating stuff.
Binary options are out. Gone. Kaput. Finito. ESMA has decided to prohibit the marketing, distribution, and sale of them. This is understandable given that the behaviour of certain market players has led many to believe that the antonym of ‘scrupulous’ is in fact ‘binary options broker.’
Having read the regulations, and recovered from their initial shock, some brokers have decided they won’t be able to remain in business if they stay in the Old Continent. As a result, many are moving offshore or shutting up shop altogether.
Finance Magnates
The regulation isn’t just a problem for smaller players either. Though they predict a return to profitability in the next year, IG Group, one of the largest firms in the retail broking space, admitted in its most recent financial report that the new regulations are likely to cause a slump in its revenues.
Aside from fleeing Europe and settling in, to put it kindly, a more broker-friendly country somewhere out in the Pacific or the midst of the Caribbean, brokers do have another means of limiting the impact of the regulation - reclassification.
ESMA’s regulation only applies to retail traders. That means if a broker’s client decides to reclassify as a professional trader, none of the leverage restrictions will apply to him.
After extensive research and conversations with a number of leading brokers, Finance Magnates has found that, though it will drastically reshape the industry, ESMA’s regulation may not hurt some broker’s revenues as much it would first appear.
Bringing in the pros
Two weeks ago, Plus500, one of the leaders in the CFDs retail trading market, released a trading update for investors. The firm was positive, stating that it looks set to have a stellar performance in Q2 of the current fiscal year.
Contained within the statement was another interesting piece of information. The CFD broker noted that of its current client-base, 12 percent would likely be able to reclassify as Elective Professional Clients (EPCs).
Significantly, the traders that made up that 12 percent were responsible for bringing in 75 percent of Plus500’s revenues. The implications of this were made clear by the firm itself.
“The Board believes,” said the broker’s statement, “that the Group's EPC offering puts it in a strong position to maintain revenue from those customers following the implementation of the new ESMA rules.”
Not alone
Plus500 isn’t the only firm to have a small segment of its clientele providing it with the bulk of its revenue. Finance Magnates spoke to a number of brokers who suggested that a similar proportion of their traders were providing the overwhelming majority of their cash flow.
Graeme Watkins, CEO, Valutrades
“The industry has a sort of 90/10 rule,” said Valutraders CEO Graeme Watkins, “where we say that 10 percent of your clients generate 90 percent of your revenue. I would say that almost all brokers, invariably, will generate most of their revenue from the top end of their business.”
Two other firms that Finance Magnates spoke to, OctaFX and InterTrader, agreed. Though they did not reveal their own numbers, both stated that brokers could expect approximately 20 percent of clients to generate 80 percent of revenue.
In a recent announcement, IG Group also noted that 3800 of its clients, who are classified as professional, had contributed 35 percent of its leveraged trading revenue in the previous quarter. The firm added that it is now sifting through 15,000 applications from retail clients who want to be reclassified as professional traders.
Similarly, in its gargantuan annual report, CMC Markets stated that it “is in the process of reviewing client requests to be treated as elective professional clients.” The firm added that it has a “strategy of attracting and retaining high value and professional clients to mitigate some of the impact [of the ESMA regulation].”
Our keen-eyed readers will have realised that most of the above figures fit neatly with the Pareto principle. This is the idea that approximately 20 percent of a group engaging in a particular activity, whether it be paying taxes, owning land or committing crimes, will be responsible for 80 percent of that activity.
The difference in this case is that, ideally for brokers, their top 20 percent of traders will no longer be subject to the same rules as the other 80 percent. How easy that will be to implement is dependent on a number of factors.
Terms and conditions apply
In order to reclassify a client as a professional, brokers have to jump through a number of regulatory hoops. Clients must first state, in writing, that they wish to be classified as a professional.
A broker receiving such a request must then clearly indicate to the client that they will lose all regulatory protections and compensation rights. After this, the client must state in writing, in a new document, that he is aware of the consequences of losing such protections.
Finance Magnates
Simple, right? Except the process doesn’t end here. After this, a broker must give the client a test that demonstrates he is capable of making his own investment decisions and has an understanding of the risks involved. How this test is designed seems be at the discretion of the broker.
Over the course of this test, a prospective client must also satisfy two of three conditions. If they do not make an average of 10 trades of “significant size” per quarter, clients must have a portfolio worth €500,000 ($586,000) and over a year’s worth of experience in the financial sector.
These rules leave some wiggle room for unscrupulous behaviour- how large is a trade of “significant size” for instance? - and some brokers already appear to be taking advantage of the them.
“We’ve heard that a number of brokers are trawling through LinkedIn, finding clients with some tenuous connection to finance, and telling them they should reclassify.” Said Watkins. Others have noted a similar pattern but don’t think the trend is likely to last.
“In the past, the FCA hasn’t taken long to respond to new regulation.” Said Christian Rolando, founder of Lugano Associates, a London-based regulatory consultant to brokers, “at some stage they’ll come looking and, if brokers aren’t behaving appropriately, they'll consider enforcement action.”
Changing tactics
Regardless of any backhanded methods, many brokers are quite open about the fact that they will be encouraging their clients to reclassify as professional.
“We won’t only encourage the most vital traders which are eligible for reclassification,” said George Pantzis, a manager in OctaFX’s research division, to Finance Magnates, “but will also enable them to become more professional by signing up to our educational course and by joining a trading academy.”
Other firms aren’t being quite as explicit as Pantzis but the moves they are making still imply they are taking similar steps. As noted, IG Group and CMC Markets are both going through client requests to reclassify as professional.
CMC Markets has even released a new service to cater to a more high-end clientele. In April, the broker launched CMC Pro, a new service designed to maintain a client-base that trades with high leverage.
Another broker, InterTrader, has done the same thing. At the beginning of July, the broker confirmed that it was going to start providing a professional service to traders.
There seem to be two meanings to the this statement, one is true and the other is not. The retail industry is not just beginning, as most people reading this article are aware, it has been around for decades.
On the other hand, we may indeed be at the beginning of a new stage within the lifecycle of the retail trading industry. In fact, the changes we are seeing may mean it is no longer even appropriate to refer to the industry as ‘retail.’
The behaviour of brokers so far indicates that ESMA’s regulation has pushed them into focusing on wealthier, professional clients. This is illustrated by their focus on developing professional products over the past six months and their encouraging of specific, revenue-generating clients to reclassify as professional.
Many in the industry have predicted that ESMA’s regulation will push out the smaller, less professional brokers but the same could be true for brokers’ clients. If those brokers no longer devote any energy to maintaining or onboarding clients that don’t qualify as professional traders, the number of truly 'retail' clients may shrink dramatically.
That would mean we are left with only large brokers and professional traders. Is that still the retail industry? Perhaps, but certainly not as we once knew it.
First CNN, Now CNBC: Kalshi’s Event Odds Go Prime Time
Featured Videos
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
