Re-Imagining the Investing Experience

Insights from Day 2 of Online Broker Summit

Challenger Panel: Re-Imagining the Investing Experience:

Self-directed investors opened new accounts at a record pace, which enhanced the volatility of the initial Covid-19 crash and generated historically high trading volumes.  Investopedia’s anxiety index told the story of the high anxiety experienced amongst investors. This rapidly expanding market is bringing in new personas, and brokers are taking up the challenge and making new bets on how to best meet the opportunity. They’re adapting fast to capture a share of this new attention and to retain new accounts as life-long customers. Let’s see how incumbent brokers and new “challenger” firms alike are putting value propositions on the table for consumers to choose from.

The panel was moderated by Theresa Carey, Brokerage and Investing Expert at Investopedia, and included:

  • Larry Focht, Head of Product Management, Vanguard Digital Advisory
  • Dale Sperling, Chief Marketing Officer, Stash
  • Dan Raju, CEO, Tradier
  • Victor Jones, CEO, dough
  • Heather Teschner, Merrill Digital Channel Consultant, Merrill Edge
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