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Online Brokerage Market Assessment & Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. To complete, firms must heed the call for differentiation, enhancing their trading platforms and […]

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The State of Online Brokerage Platforms

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. The latest research from Celent titled, “The State of Online Brokerage Platforms,” guides financial […]

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Leveraging Portfolio Analytics to Transform the Online Investment Experience

The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced […]

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Evolving Priorities: Digital Strategy a Rallying Call for Financial Institutions

Digital technology continues to expand with remarkable speed and ever-broadening scope.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions.  Given the fast-changing environment, firms are understandably prone to being consumed by short-term, piecemeal tactics.  However, to meet and exceed consumer expectations over the long haul, it […]

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Cost Basis Reporting: Total Cost of Ownership

With compliance deadlines fast approaching, financial institutions are now looking toward new and innovative ways to get the most out of their cost basis reporting investment. From total cost of ownership initiatives to maximizing the value of data, cost basis reporting has financial institutions reevaluating their overall strategy to better balance operational, business and client […]

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Beyond Compliance: Maximizing Your Cost Basis Reporting Investment

As cost basis reporting regulations inch towards their final phase, firms are now looking beyond compliance and searching for new and innovative ways to get the most out of their investment. From total cost of ownership initiatives to maximizing the value of the data, cost basis reporting has financial institutions reevaluating their overall strategy to […]

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

Recent 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 […]