US Self-Directed Market Study

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28 April 2019

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.