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 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.

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.

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.