Social Trading: NextGen Platforms

2016 Edition
by Ashley Globerman, December 1, 2016
Industry Trends
EMEA, North America

Abstract

Celent has released a new report titled Social Trading: NextGen Platforms. The report was written by Ashley Globerman, an Analyst with Celent’s Securities & Investments practice.

Social trading platforms have emerged as a disruptor to traditional online brokerage and wealth management. Celent explores the evolution of these platforms and their impact on the industry. Celent’s 2014 report, Social Trading, described the emergence of social trading platforms in the European and North American retail investor markets. The 2016 edition of the report will discuss the evolution of social trading platforms since 2014. Celent will highlight the impact these digital platforms have on the traditional wealth management industry and assess key developments among major market players in addition to identifying entrants. Celent will explore regulations around social trading and conclude with forward-looking thoughts on the social trading industry.

“Social trading has grown immensely over the past decade, particularly over the past couple of years,” says Globerman.

“The self-directed, hybrid, and collaborative investing model continues to alter the global wealth management market due to advancements in technology and investors’ preference for greater control over their investments and transparency. This is particularly the case for tech-savvy Generations X and Y,” she added.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

Executive Summary

1

 

Key Research Questions

1

Introduction

2

 

Key Research Questions

3

 

Market Overview: Social Trading Platforms 2014–2016

3

 

Regulations

4

Major Market Players

5

 

Social Trading Platform Features and Functionality

6

Outlook

8

Leveraging Celent’s Expertise

10

 

Support for Financial Institutions

10

 

Support for Vendors

10

Related Celent Research

11

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