The trends shaping today's investment industry


Kasia Flood


July 30, 2019



Min Read

Meet the Panel

Attendees of the Online Broker Summit in Chicago this past April had the pleasure of tuning in to another edition of a fan favourite: the Market Trend panel. Every year Trading Central assembles a group of highly respected experts and critics in the retail investor landscape to speak on the prominent and emerging trends shaping the market.

For online brokers, the panel provides an insightful glimpse into the needs of today’s consumers and how they might adjust and expose their online offerings to better serve their investing customers. Moderated by former Chair at TD Wealth, John See, this year’s discussion took a look at the five key trends driving change: mobile usage, personalization, demands for increased transparency, emerging investment styles and the impact of commission-free trading.

The panelists included:

• Theresa Carey, Editor at Investopedia

• Rob Carrick, Columnist at The Globe and Mail

• Mike Foy, Senior Director of Wealth Management at J.D. Power

• Catherine Allegra, Founder and Global Head of Market Digital


1. The Ideal Mobile Experience

Mobile and tablet usage is continuing to climb year over year and the financial industry is not immune. With one US broker reporting nearly 50% of last years trades being made from mobile devices, providing a seamless, user friendly experience needs to be top of mind for everyone. Recent J.D. Power research indicated that mobile interactions were nearly double those of other channels amongst millennials. Based on these findings, brokers need to be proactive in providing a platform and feature set that aligns with the way new investor cohorts are looking to invest.


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Kasia Flood

Director of Marketing