WealthTech Research and Advisory Service: Self-Directed Investing

The broader digital wealth management space has become increasingly crowded since the advent of online brokerage platforms in the 1990’s. Many firms now also provide low-fee automated investment portfolio construction and management to complement other digitally delivered wealth management services. The race to zero commission trading has implications for both suppliers and consumers in the online discount brokerage space. Some positive, but also some with potentially unintended consequences - for both consumers and suppliers.

Our Self-Directed Investing Research delivers three annual reports which benchmark and track consumer and supplier insights related to the North American online discount brokerage space over time. Our reports provide timely and relevant analyses that surface unmet consumer needs, evaluate current market participants and consumer responses, and provide in-depth discussion and implications of key results.