Client Engagement and Advice Track — Panel 4: The Retail Investor Revolution and the Future of Online Brokerage
Date & Time
Wednesday, November 10, 2021, 1:30 PM - 2:15 PM

The online brokerage industry is facing a host of challenges, including the emergence of new, more active traders, the loss of customer commissions as a key source of revenue, increased client expectations regarding the digital experience, and increased client demand for advice and education. Established firms and new entrants alike must not only adjust their services to meet changing client demands but must also adapt their revenue models for the changed industry economics. This panel will discuss:

  • The importance of the mobile channel and the digital experience
  • The role of advisory capabilities within the customer value proposition
  • The changing economics of the business
William Whitt