Close
Explore our insights by topic:
Additional Broadridge resources:
View our Contact Us page for additional information.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.
Additional Broadridge resource:
Your submission has been received. We will contact you soon.
One of our sales representatives will email you about your submission.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.
Want to speak with a sales representative?
Your sales rep submission has been received. One of our sales representatives will contact you soon.
View our Client Support page for additional client resources.
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.
View our Client Support page for additional client resources, or our Contact Us page for company information.
Your submission has been received. One of our customer service representatives will contact you soon.
Broadridge defines the online channel as distributors with a primary legacy of serving retail investors via discount brokerage platforms, a business that was born from the SEC’s 1975 decision to deregulate commissions. The main online players today are the retail business lines for Fidelity/National Financial, Vanguard, Schwab, E*TRADE and Scottrade. Included within the online channels are digital platforms for Vanguard (Personal Advisor) and Schwab (Intelligent Portfolios).
The online channel has experienced solid growth vs. other retail channels (RIA, Wirehouse, IBD) with asset share rising steadily since 2015 from 10.6% ($627bn) to 14.5% ($1.2tn) with positive annual cash flow over the entire period (only channel to do so). Broadridge expects these trends to continue powered by the demand for passive investments and scalable advice targeting Boomers, Gen-Xers and Millennials.
