Wednesday, November 14, 2012

Brokers' Responsibilities

Be careful that some of the brokerage transactions you make are simple. In many instances, the broker may be acting as a principal, selling you a security from his inventory, or perhaps buying the security into his inventory. 
 
That could represent a very short period, an in-and-out transaction with another party. Nevertheless, the broker is technically not a broker but a dealer.

That is legal provided his markup is reasonable. In many instances a 5% markup is not acceptable when the security is traded in a liquid market.

The Financial Industry Regulatory Authority or FINRA has been attempting to fine tune the activity. (See the Earl J. Weinreb NewsHole® comments and @BusinessNewshole tweets.)

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