Social Trading: NextGen Platforms

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30 November 2016

2016 Edition


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.