A great user experience reduces attrition, while increasing client loyalty and share of wallet... Meaning it’s important to get it right. Moderated by Amelia Young, this expert panel features Adam Hulnick, Andrew Turnbull, Brett Calzada and Eric Lennert. The discussion looked beyond theory to provide practical takeaways you can implement in your business.

Each year, online broker executives look forward to the Investment Trends annual global survey for lessons learned across the globe about the online investing business and client experience.

Moderated by Jamie McClelland, the Market Trends panel featured industry experts Rob Carrick, Ryan Szakacs, and Theresa Carey. The panel explored the retail investor landscape and what opportunities exist for firms to deepen their client experience. What are the key trends in North America? How can online brokers remove friction for investors and provide a smooth user experience?

Presented by Ronnie Jansson, Director of Data Science at Investopedia, this keynote examined investor behavior driven by big data and how these insights can be incorporated to activate accounts, while building digital client relationships with personalized experiences.

Of the vast number of people trading online, only a small percentage are choosing investments outside of stocks or managed products. Long considered a complex product, the question is how to allow more investors to reap the benefits offered by options. Tom Sosnoff of tastytrade moderated the panel exploring what it takes to do it well from viewpoint of education and online/mobile. Panelists included John Carter, Matt Wesche, Patty Schuler and Robert Kmec.

Discover the insights generated when four industry UX leaders met on a panel to discuss the changing roles and relationships of User Experience (UX) and Client Experience (CX) and the related business imperatives for online brokers.

At the Toronto 2015 Summit, Vice Chairman of TD Wealth, John See, moderated the 2015 panel discussion with key industry veterans that are close to the needs and trends of retail investors at large, including commentators from Barron's, The Globe and Mail, and Corporate Insight.

Leaders in online brokerage and Exchange Traded Funds (ETFs) discuss how we could harness this abundant asset category and move it forward for mutual benefit with investors, covering ETF uses, safeguarding reputation and the choice overload problem.

The 2015 Toronto Summit opened with a keynote presentation by Investment Trends' Pawel Rokicki offering an insightful preview of their annual global online broker survey.

Kathryn St. John, shared with customers the top 3 ways in which compact insights are fueling new investor experiences.

How I went from an online brokerage desk to serving up Analyst Views for retail investors worldwide.