
AltsEdge Broker-Dealer Series: The Long and Winding Road to Straight Through Processing
The IPA hosted an exclusive conversation on straight through processing, its potential advantages and current headwinds. Moderator Kevin McCormack-Lane (LPL Financial) and panelists Zane Doyle (Phoenix American), Brad West (FS Investments) and Bill Robbins (WealthForge) covered a range of topics, including:
- The opportunity presented by straight through processing, which is still largely in its infancy
- The role of data in straight through processing, and how data should serve to connect the industry
- Cost-benefit ratio of straight through processing
- Reducing error and time associated with current manual processing efforts
- Legislative hurdles and other headwinds to implementing straight through processing
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