Held virtually on November 16, 2022 Trading Central’s annual Online Broker Summit gathered over 80 leaders in the digital wealth community to discuss emerging trends and the work they’re doing to address them. Here are the main insights expressed within the panel session: Modern Acquisition Techniques for Today’s Brokerages.

A great user experience reduces attrition, while increasing client loyalty and share of wallet... Meaning it’s important to get it right. Moderated by Amelia Young, this expert panel features Adam Hulnick, Andrew Turnbull, Brett Calzada and Eric Lennert. The discussion looked beyond theory to provide practical takeaways you can implement in your business.

Each year, Trading Central gathers a handful of expert and unbiased critics from the front line of the financial industry to offer an insightful glimpse at how recent events are driving change. Key topics on the minds of today’s investors and online brokers include data security, regulation changes, ethically responsible portfolios and global investing.