Industry Insights

Discover
Industry Insights

Latest Insight

Webinar: The New Realities of Online Investing

The New Realities of Online Investing: Key Insights from Digital Wealth Webinar with Investment Trends

From investor demographic shifts to the rise of AI tools, Brian Chong and Gary Christie uncovered the key changes to the online investing landscape.

Featured Findings

The Future of Digital Wealth In Australia, 2025

The Future of Digital Wealth in Australia: Insights from the industry gathering hosted by Trading Central & ASX

Gathering leaders from digital wealth brokerages for an evening of collaboration and thought-provoking conversations with peers, The Future of Digital Wealth in Australia took place in Sydney for its 10th edition. The event brought together executives from innovative digital wealth platforms and industry professionals, all keen to explore emerging trends and network with like-minded individuals shaping the financial landscape.

TMX Bell Ringing 2024

The Future of Retail Investing: Key Insights for Financial Firms

On October 23, 2024, TMX and Trading Central hosted The Future of Retail Investing at the TMX Market Center, Toronto. Over 115 North American financial leaders gathered to discuss evolving trends in retail investing and strategies to enhance investor engagement.

Findings from Recent Events

Digital Wealth Luncheon New York 2024

Untapped Opportunities within the Investor Journey

Read the popular conversation topics from the Digital Wealth Luncheon NYC - attendees heard industry data & insights from research company Investment Trends

Digital Wealth Luncheon Hong Kong 2024

Growing Demand for Data and the Agility to Respond

The attendees had the opportunity to listen to a series of presentations from Fintech experts that covered the industry’s current trends.

Digital Wealth Roundtable Shenzhen

The Response to Digitalization Amongst Chinese Wealth Management Brands

Attendees had the pleasure of hearing keynotes from Ms. Cindy, Global Head of Market Data and Research of Tiger Brokers, and Mr. Zhang Huan, Founder of Zhitong News & Chairman of Songgang Capital. They shared their unique insights into the Chinese retail brokerage industry, the current economic situation and policy changes.

Digital Wealth Summit 2023

Digital Disruption: Achieving Customer Satisfaction, Engagement & a Competitive Advantage

Five speakers at the Digital Wealth Summit in Chicago discussed AI, UX innovations, consumer expectations, and wealth-building strategies.

Digital Wealth Connect London

Big Tech Entrants, Delivering Personalized Experiences & ETFs in the UK

Trading Central and Refintiv host a business session in London, gathering leaders of the industry together to network, share ideas and collaborate in an effort to move the industry forward.

Digital Wealth Summit 2023

Winners announced at the Digital Wealth Awards 2023

Find out who the winning brokerage brands were for the Digital Wealth Awards - celebrating those driving change for today's investors

Digital Wealth Roundtable Sydney 2023

Then vs Now: Where is the Australian market headed?

Leaders of the retail online broker industry had the pleasure of listening to two keynotes from Dr. Irene Guiamatsia, Head of Research at Investment Trends, and Kate Browne, Editor in Chief at Yahoo Finance Australia who each shared unique insight into Australia’s retail online investing industry post-pandemic.

Online Broker Summit 2022

Modern Acquisition Techniques for Today’s Brokerages

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.

Online Broker Summit 2021

The Digital Experience as a Competitive Advantage

Held virtually on November 10th, 2021, Trading Central’s annual Online Broker Summit gathered nearly 100 leaders in the digital wealth community to discuss emerging trends and how they are working to address them. Here are the top insights expressed within the brokerage panel and keynote presentation.

Online Broker Summit 2020

Consumer Trends with Parameter Insight

CEO Josh Book shared his firm’s latest data and insights about wealth management and the retail investing landscape while exploring key trends in consumer behavior that are shaping the online offerings of retail brokers now and in the future.

Online Broker Summit 2020

Re-Imagining the Investing Experience

Attendees of this year's Online Broker Summit listened to how incumbent brokers and new “challenger” firms alike are putting value propositions on the table for consumers to choose from.

Online Broker Summit 2019

The Education Imperative for Today's Investors

Attendees of Trading Central's Online Broker Summit had the pleasure of tuning in to the thought-provoking opinions of a panel of investment education experts.