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Celent Webinar: The Evolution of the Retail Investor Landscape


Thursday, May 8, 2014 from 12:00 PM to 12:45 PM (EDT)

Celent Webinar: The Evolution of the Retail Investor...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Client Ended Free $0.00
Media Ended Free $0.00
Non Client Ended $250.00 $0.00

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Event Details

The retail investor market across Europe and North America continues to evolve in the face of more stringent regulations, overall slow economic growth, an increasingly sophisticated client base, and an increasing number of digital channels. Retail investors are a unique group with differing levels of affluence, investment knowledge, investment product preferences, and expertise.


Technology continues to play a significant role in the evolution of the retail investor and how businesses will establish themselves in the post-financial crisis environment. With the proliferation of the internet, social media, and smartphones, the way in which clients prefer to perform banking or trading activities is evolving. As such, the continued enhancement and development of digital strategies, including social media presence and mobility are at the forefront of firms’ strategic plans.


This webinar will examine how the retail investor landscape has evolved and what online brokerages can do to differentiate themselves. Celent will discuss the challenges facing the industry, and take a prospective look at the future role of digital strategies in the retail investor market.  


Join Isabella Fonseca, Research Director within Celent’s Wealth Management group and Ashley Globerman, Analyst within Celent’s Wealth Management group, as they examine the latest trends and developments in the retail investor market.



This event is free to attend for Celent clients, flex-plan clients, and the media. Non-clients can attend for a fee of US$250. If you are unsure of your client status, please contact Andrew Renzella at +1.617.262.3124 or

Have questions about Celent Webinar: The Evolution of the Retail Investor Landscape? Contact Celent




Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally experienced analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is part of Marsh & McLennan Companies [NYSE: MMC].

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