The purpose of this research is to provide readers with a comprehensive understanding of discount 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 (as well as the consumer direct offerings from some no-load mutual fund companies), with specific attention being paid to the big three firms (Schwab Investor Services, Fidelity Investments, & E*Trade Financial) and several other unique competitors (Merrill Edge & Vanguard Brokerage Services). This research supports Tiburon's coverage of discount & online brokerage firms.
This research addresses the market size and leading firms.
Future Predictions
And this research makes several future predictions for discount brokerage firms, including:
- Substantial Growth for Discount Brokerage Firms
- Winning Multi-Channel Strategies
- Rapid Move into Financial Advice
- Cross-Selling Banking & Bill Pay, Mortgages, & Insurance Products
- Expansion into Related Businesses