Online Broker Summit: Challenger Panel Re-Imagining the Investing Experience


TC Marketing


December 16, 2020



Min Read

Hosted annually by Trading Central, this year marked the 11th edition of the Online Broker Summit and although, due to the Covid-19 pandemic we couldn’t gather in person, this year we got our virtual backgrounds ready for the Online Broker Summit “Virtual Series”.

Split into two 1.5 hour sessions, Josh Book from ParameterInsights joined us as our Day 1 Keynote, followed by a “Challenger Panel” on Day 2. Each session ended with interactive breakout rooms, giving attendees the opportunity to meet each other, share their experience and ask questions amongst their industry peers.

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

Read the Whitepaper

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