Five speakers at the Digital Wealth Summit in Chicago discussed AI, UX innovations, consumer expectations, and wealth-building strategies.

Trading Central and Refintiv host a business session in London, gathering leaders of the industry together to network, share ideas and collaborate in an effort to move the industry forward.

Find out who the winning brokerage brands were for the Digital Wealth Awards - celebrating those driving change for today's investors

Leaders of the retail online broker industry had the pleasure of listening to two keynotes from Dr. Irene Guiamatsia, Head of Research at Investment Trends, and Kate Browne, Editor in Chief at Yahoo Finance Australia who each shared unique insight into Australia’s retail online investing industry post-pandemic.

Held virtually on November 16, 2022 Trading Central’s annual Online Broker Summit gathered over 80 leaders in the digital wealth community to discuss emerging trends and the work they’re doing to address them. Here are the main insights expressed within the panel session: Modern Acquisition Techniques for Today’s Brokerages.

Held virtually on November 10th, 2021, Trading Central’s annual Online Broker Summit gathered nearly 100 leaders in the digital wealth community to discuss emerging trends and how they are working to address them. Here are the top insights expressed within the brokerage panel and keynote presentation.

Attendees of this year's Online Broker Summit listened to how incumbent brokers and new “challenger” firms alike are putting value propositions on the table for consumers to choose from.

CEO Josh Book shared his firm’s latest data and insights about wealth management and the retail investing landscape while exploring key trends in consumer behavior that are shaping the online offerings of retail brokers now and in the future.

Attendees of Trading Central's Online Broker Summit had the pleasure of tuning in to the thought-provoking opinions of a panel of investment education experts.

Each year, Trading Central gathers a handful of expert and unbiased critics from the front line of the financial industry to offer an insightful glimpse at how recent events are driving change. Key topics on the minds of today’s investors and online brokers include data security, regulation changes, ethically responsible portfolios and global investing.

Attendees of the 2017 Online Broker Summit had the pleasure of hearing Mike Foy from J.D. Power speak on recent shifts in the industry from the perspective of today’s investors. Leveraging data from last month’s Canadian survey, Mike offered insight on how today's disruptors are shaping the industry, newly formed segments and what brokers can do to leverage these as new opportunities.

Trading Central hosted their third Annual Australian CEO Roundtable at the O Bar in Sydney in May 2017. Those attending had the pleasure of seeing Investment Trends CEO, Michael Blomfield, deliver an insightful presentation on trends in the retail online broker industry.