Webinar: The Evolution of the Retail Investor Landscape

by Ashley Globerman,  Isabella Fonseca, May 8, 2014
Global

Abstract

Audio for this event is available here.

The retail investor market across Europe and North America continues to evolve in the face of more stringent regulations, slow economic growth, an increasingly sophisticated client base, and an increasing number of digital channels. Among investor groups, retail investors are unique in having differing levels of affluence, investment knowledge, investment product preferences, and expertise.

Technology continues to play a significant role in the evolution of the retail investor and how businesses will establish themselves in the post-financial crisis environment. With the proliferation of social media and smartphones, the way clients prefer to perform banking or trading activities is evolving. As such, the continued enhancement and development of digital strategies are at the forefront of firms’ strategic plans.

This webinar examines how the retail investor landscape has evolved and what online brokerages can do to differentiate themselves. Isabella Fonseca, Research Director within Celent’s Wealth Management group, and Ashley Globerman, Analyst within Celent’s Wealth Management group, discuss the challenges facing the industry and takes a prospective look at the future role of digital strategies in the retail investor market.  They also examine the latest trends and developments in the market.

For more information about this event, please contact Andrew Renzella at +1.617.262.3124 or arenzella@celent.com.

 

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

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