Discount & Online Brokerage Firms:
Providers of Everything From App-Based Trading to Comprehensive Financial Advice
Recently Released!!!
Date Published: May 22, 2024
Summary PowerPoint Deck: 344 Slides
Reference PowerPoint Deck: 2,181 Slides
The purpose of this research is to provide readers with a comprehensive understanding of discount & online 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), three other unique competitors (Interactive Brokers Group, Merrill Edge, & Vanguard Brokerage Services), and five rapidly emerging firms (Coinbase Global, eToro Group, Robinhood Markets, Stash Financial, & Webull).
This research starts with a context setting chapter, and then addresses the historical phases of discount & online brokerage firms, including:
Date Published: May 22, 2024
Summary PowerPoint Deck: 344 Slides
Reference PowerPoint Deck: 2,181 Slides
The purpose of this research is to provide readers with a comprehensive understanding of discount & online 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), three other unique competitors (Interactive Brokers Group, Merrill Edge, & Vanguard Brokerage Services), and five rapidly emerging firms (Coinbase Global, eToro Group, Robinhood Markets, Stash Financial, & Webull).
This research starts with a context setting chapter, and then addresses the historical phases of discount & online brokerage firms, including:
- Branches, Telephones, & Software Trading Phase
- Online Trading Phase
- App-Based Trading & Financial Advice Phase
- Consolidation & Initial Public Offerings (IPOs) Phase
- Discount Brokerage Firms
- Online Brokerage Firms
- Account Types & Minimums
- Investment Products & Research
- Commissions, Fees, & Margin Interest Rates
- Technology Platforms
- Customer Service
- Corporate Structure
- Technology Infrastructure Platforms & Clearing Brokers
- Market Data, News, Research, & Tools Providers
- Open-End Mutual Funds, Exchange Traded Funds (ETFs), & Other Product Companies
- Substantial Growth for Discount & Online Brokerage Firms
- Dominant & Increasing Market Share for Discount Brokerage Firms
- Growing Use of Fractional Shares, Exchange Traded Funds (ETFs), & Digital Assets (Cryptocurrencies)
- Continuing Challenging International Opportunities for Discount & Online Brokerage Firms
- Modest Discount & Online Brokerage Firm Venture Capital Investing
- Continuing Discount & Online Brokerage Firms Mergers & Acquisitions Activity
- Limited Discount & Online Brokerage Firm Initial Public Offerings (IPOs)
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
