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Date Published: April 2011
Comprehensive PPT Deck: 397 Slides
Summary PPT Deck: 76 Slides
The purpose of this report is to provide readers with an initial understanding of the discount brokerage firms business, including the leading firms' strategies regarding online offerings, branch expansion, advice offerings, financial advisor custody & referral programs, and banking & other businesses that have emerged as crucial ingredients to the profitability formula of the revived industry, with specific attention being paid to the big five firms (The Charles Schwab Corporation, Fidelity Investments, TD Ameritrade, E*Trade Financial, & Scottrade).
This research addresses the four historical phases of the discount brokerage firms industry, including:
- Branches Phase
- Telephone Phase
- Software Phase
- Online Phase
This research outlines seven key service providers to the discount brokerage firms industry, including:
- News, Quotes, & Media Vendors
- Custodians & Clearing Brokers
- Mutual Fund Companies & Other Traditional Product Companies
- Fee-Accounts, TAMPs, & Separate Account Managers
- Exchange Traded Funds, Hedge Funds, & Other Investment Product Companies
- Wealth Management & Family Office Service Product Companies
- Technology Infrastructure Vendors
And this research makes the following future predictions for the discount brokerage firms industry, including:
- Rising Online Financial Services Activity & Parallel Need for in Person Advice
- The Increasing Dominance of the Web in Online Brokerage Transactions
- Continuing Mergers & Acquisitions Activity in Discount Brokerage Firms
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