US Self-Directed Market Study
The Evolving Marketplace and Associated Impact
Key research questions
- How are demographic shifts and client expectations shaping the online brokerage market?
- What is the current state of the US self-directed investment market, specifically focusing on investor tools and technology?
- What is Celent's outlook for the US retail brokerage market?
Shifts in the core client base, diverging expectations across client demographics, a stricter regulatory environment, internal and client-facing digitization initiatives, political and market uncertainty, fee pressure, and a desire to leverage big data and analytics are helping to reshape the online brokerage business.
Over the past years, the number of trading platforms has exploded to accommodate a growing and diverse customer base, leading to a fragmented and competitive market.