Challenger Panel: Re-Imagining the Investing Experience

Self-directed investors opened new accounts at a record pace, which enhanced the volatility of the initial Covid-19 crash and generated historically high trading volumes.  This rapidly expanding market is bringing in new personas, and brokers are taking up the challenge and making new bets on how to best meet the opportunity. 

Let’s see how incumbent brokers and new “challenger” firms alike are putting value propositions on the table for consumers to choose from.