Consumer Trends with ParameterInsights:

Josh Book from ParameterInsights joined us as the keynote on Day 1 of this year's Online Broker Summit. ParameterInsights is a boutique strategy consultancy that knows consumers and knows financial services, helping online brokerage firms to make more scientific and data driven decisions so they can grow and win.

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.