SupplyLogic

The multi-asset brokerage landscape is standing at an inflection point. As margin compression from zero-commission trading continues to squeeze profitability and regulatory burdens expand under Reg BI and MiFID II, firms managing trillions in AUM are turning to generative AI as a structural solution rather than an incremental efficiency play. The technology's ability to synthesize unstructured research, generate alpha signals from alternative data, and automate complex post-trade workflows is reshaping how broker-dealers operate from the trading desk to custody operations. The next five years will determine which firms successfully embed these capabilities into their operational DNA and which struggle with legacy infrastructure and fragmented vendor relationships. The transformation driven by Generative AI for Investment and Brokerage extends far beyond simple automation of repetitive tasks. Leading firms are deploying these systems to fundamentally reimagine how investment resear...