Let us introduce you to your peers in the online brokerage industry, setting us up for lively discussions in the breakout sessions following the keynote.
Josh Book of ParameterInsights will share the latest data and insights about the retail investing landscape, exploring key trends in consumer behavior that are shaping online offerings of retail brokers now and in the future.
Breakout rooms give you a dedicated space to get acquainted with a small number of your peers and discuss what you've heard in the keynote. This is your moment to share your experiences and your questions with a distinguished group that can relate to your mission. We hope these connections will stay with you long after the event.
Greet your peers in the online brokerage industry, whom you met last week. Looking forward to free form breakout sessions following the panel.
Panel moderated by Theresa Carey (Brokerage & Investing Expert, Investopedia), alongside panelists Victor Jones (CEO, dough), Dan Raju (Co-Founder & CEO, Tradier), Larry Focht (Head of Product Management, Vanguard Digital Advisor), Dale Sperling (CMO, Stash) and Heather Teschner (Merrill Digital Channel Consultant, Merrill Edge)
Investing online is now a truly retail and mobile application. How are new firms, and long-standing brands alike, re-imagining the experience exploring new apps, new business models, new ways to address diverse and evolving personas.
Breakout rooms give you a dedicated space to get acquainted with a small number of your peers and discuss what you've heard in the panel session. This is your moment to share your experiences and your questions with a distinguished group that can relate to your mission. We hope these connections will stay with you long after the event.