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Hear From the Experts: Social Integration in the Online Brokerage Space

Isabella Fonseca, Research Director at Celent, contributes to VantagePoint, with a look at digital adoption for wealth management and brokerage firms. Social media and mobile channels are at the forefront of firms’ strategic plans, helping to optimize their connectivity with current and prospective clients and drive growth. To date, large wealth management institutions and brokerage […]

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Webinar Recap: Unifying the Advisor and Investor Experience

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. In light of these client-centric demands, Scivantage recently teamed up […]

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The Rise of the Self-Directed Investor in a Digital Era

The increasing use of technology in financial services has led to an unprecedented level of transformation and democratization across the industry – particularly in the online brokerage space. With the rise of services that allow investors to manage their wealth independently, the role of financial advisors is changing drastically. In a recent webinar presented by […]

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The Role of Analytics in Transforming Market Data

As advisors and investors look to technology for added efficiency and increased information/education in trading, analytics play a critical role in the trade process by transforming market data into intelligent and actionable information. In the United States alone, the number of traders has more than doubled over the past 10 years, with active traders and […]

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Market Demand Drivers Transforming Online Investments

Now more than ever, consumers are accessing content through a multitude of digital platforms, and the financial services industry is expanding its models of information consumption in order to maintain and grow the retail investment space. Account accessibility and ease-of-use have become standard points of measurement when evaluating a product’s likely success in today’s market, […]

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Defining and Targeting the Active Trader

The frequency of individuals’ trading, and the processes that inform these trading decisions, vary greatly across today’s global markets. Aite Group, a research and consulting firm for the financial services industry, conducted two separate quantitative surveys in six target countries (US, Canada, Japan, Russia, Brazil and India) in November 2013 to better understand self-directed trading […]

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The Evolving ‘Sqope’ of the Retail Market

Retail investors have continued to expand in sheer numbers and levels of technological sophistication over the last several years. According to recent Celent data, the retail investor market is estimated to make up 38% of the current US adult population, with self-directed investors growing at a quicker rate then non-self directed investors. The expanded use […]

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Mobile Expansion, More Than Just a Rallying Call

Digital technology continues to expand with remarkable speed and ever-broadening scope across a number of technologies, devices, and channels.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions. The mobile channel, in particular, has become ubiquitous in the financial services sector—according to the Federal Reserve’s 2014 Consumers […]

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RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and […]

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Upcoming Webinar with Aite Group – “The Power Play: Leveraging Options Trading to Accelerate Customer Transaction Activity” Register Today!

Advanced trading functionality with options trading at the top of the list, has become both a differentiator and transaction driver for firms that are able to achieve highly visual and intuitive market data research experiences. Empowering investors of all levels with an optimized options trading platform serves as a pathfinder to affordable and intelligent investment […]