Online Brokerage Firms:
Four Leading Discount Brokerage Firms & A Few Dozen Online Only Firms

Recently Released!!!
Date Published: December 5, 2018
Summary PowerPoint Deck: 85 Slides

Reference PowerPoint Deck: 1,216 Slides

The purpose of this research is to provide readers with a comprehensive understanding of online brokerage firms and these firms' latest move to deliver financial advice. This research addresses the branch-based, telephone-based, & online offerings from discount brokerage firms, online only brokerage firms, & direct access brokerage firms (as well as the consumer direct offerings from some no-load mutual fund companies), with specific attention being paid to the big four firms (The Charles Schwab Corporation, Fidelity Investments, TD Ameritrade, & E*Trade Financial) and two rapidly emerging firms (Robinhood Financial & Motif Investing). This research combined with Tiburon's coverage of online tools, online banking & mortgages, online insurance, and online advice makes up Tiburon's direct distribution series.

This research addresses the historical phases of online brokerage firms, including:
  • Branches & Telephones Phase
  • Software & Online Phase
  • Financial Advice Phase
This research defines distinct market segments, including:
  • Discount Brokerage Firms
  • Online Only Brokerage Firms
  • Direct Access Brokerage Firms
This research analyzes the competitive factors in the industry, including:
  • Investment Products & Research
  • Commissions & Fees
  • Web Sites & Tools
  • Account Minimums & Customer Service
This research outlines key service providers to online brokerage firms, including:
  • Technology Infrastructure Vendors & Clearing Brokers
  • Quotes, News, Research, & Tools Providers
  • Mutual Fund & Other Product Companies
And this research makes several future predictions for online brokerage firms, including:
  • Rapid Growth for Online Brokerage Firms
  • International Opportunities
  • Continuing Mergers & Acquisitions Activity
  • Renewed Venture Capital Investments
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