The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks

Celent ReportRecent research from Celent titled, “The Race for Self-Directed Investors: Developments in Online Trading among Brokers and Banks,”  takes a look at the evolution of self-directed technology and it’s usage among online and bank brokerages. The report reviews the current state of the online brokerage industry, identifies trends and developments for trading activity in online brokerage and bank brokerage, analyzes use of mobile/social channels for client experience, and reviews the self-directed market’s role in wealth management across customer segments.

 

 

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