Wealth Management Webinar: The Evolution of the Retail Investor Landscape

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23 April 2014
Ashley Longabaugh
The upcoming Securities & Investments / Wealth Management webinar on 8th May will examine how the retail investor landscape has evolved and what online brokerages can do to differentiate themselves. Celent will discuss the challenges facing the industry, and take a prospective look at the future role of digital strategies in the retail investor market. Join Isabella Fonseca, Research Director within Celent’s Wealth Management group and Ashley Globerman, Analyst within Celent’s Wealth Management group, as they examine the latest trends and developments in the retail investor market. The retail investor market across Europe and North America continues to evolve in the face of more stringent regulations, overall slow economic growth, an increasingly sophisticated client base, and a growing number of digital channels. Retail investors are a unique group with 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 the internet, social media, and smartphones, the way in which clients prefer to perform banking or trading activities is evolving. As such, the continued enhancement and development of digital strategies, including social media presence and mobility are at the forefront of firms’ strategic plans. This event is free to attend for Celent clients, flex-plan clients, and the media. Non-clients can attend for a fee of US$250. If you are unsure of your client status, please contact Andrew Renzella at +1.617.262.3124 or at:

Location: Virtual Event

Date: May 8, 2014

Time: 12 p.m. EST (New York City), 5 p.m. GMT, 9 a.m. PST

Duration: 45 minutes

Analysts: Ashley Globerman, Isabella Fonseca, Wealth Management, Securities & Investments


Insight details

Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America