Processing
Processing. Please wait...

How do I find the best investment brokerage for my situation?

As a result of the latest advancements on the web and an increase in available computing power, most brokerages now offer more and more sophisticated tools to their clients. Retail and on-line brokerage houses spend millions of dollars on ad campaigns trying to attract as many clients as possible to stay competitive. This trend will continue in 2013 forcing investors to consider many different factors before they sign up with any particular trading shop.

Three major retail and on-line brokerage trends for 2013

Mutual funds industry will continue shrinking and management fees will go down

There are three reasons mutual funds will shade away from retail brokerage:

1. ETFs will expand and take market share from mutual funds more then from equities and derivatives

2. Latest global credit crisis will drive mutual funds values down across all asset classes

3. Financial advisers and planners will shift to promoting other financial instruments including international equities

Analyze and optimize your 401K or IRA portfolio

Mainstream investors will continue moving to self-service environments to manage their investments

In 2013 investors will continue to become more sophisticated and educated in making decisions on their own.

The main factors in customer acquisition for on-line brokerages will be the following:

1. Reliability and security
2. Free mobile access
3. Simple asset allocation tools

Most brokerage firms will react to this trend by enhancing their offerings through better products, investment tools, improved ease of use, and stronger customer support.

Evolving Web technologies will finally get adapted and utilized by retail brokerages

New online brokerage technologies have resulted in improved investment recommendations, better financial planning, and superior client experiences. These technologies will enable financial enterprises to provide the following services

1. Social media tools
2. Free investor education resources
3. Superior customer service

As Web 2.0 technologies continue gaining momentum worldwide, brokerage services will leverage these technologies to attract clients through an enhanced user experience.

Want to know how to build optimal portfolio? Find out here

Want to stay informed?

Macroaxis Rating for 2013

		Focus Area
1		Trade Automation Service Packaging Cost Minimization
3		Broad Services Personal Planning Risk Management
3		Retirement Reliability Expert Advise
4		Account Consolidation Advanced Research Derivates
5		User Experience Investor Education Easy Trading
6		Customer Service Personal Advising Instrument Coverage
7		Investor Education Instrument Coverage Guided Trading
8		Funds Tax Saving Tools International Trade
9		Advanced Research User Experience Corporate Services
10		Easy Trading Mobile Access Consulting

Rating Methodology

Rating methodology and weighting of different factors is based on several criteria. In the order of priorities these factors include the following:

Reliability and security

Investor satisfaction

Customer service

Mobile access and localization

Services distribution

Asset allocation tools

Pricing and transaction costs

Instrument coverage

User experience

Protecting your investment

Regardless of where you money are stored, the only way to protect your retirements is to make sure that portfolios are diversified according to your tolerance for risk.

To find a meaningful asset allocation for your portfolios, use Macroaxis Portfolio Optimization Engine to diversify away market risk according to your unique situation and level of risk aversion.

Get Started With Macroaxis retirement portfolio optimization

Macroaxis makes no recommendations and does not vouch for or otherwise endorse any of the ratings listed on this page.