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  5. Webinar: The Evolution of the Retail Investor Landscape

Webinar: The Evolution of the Retail Investor Landscape

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7 May 2014
Isabella Fonseca
Ashley Longabaugh

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.

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