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