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These new-era brokers use the Web as a transformational — rather than a supplemental — channel and leverage Web 2.0 functionality, including new programming techniques, blogs and social communities. Traditional brokerages use the Internet simply as a different channel through which to provide the same content and services that they provide through branches, telephone and regular mail.
Snippet from Gartner press release. Additional information from “Early Efforts at Web 2.0 Brokerage Will Challenge Existing Providers.”

Gartner's Financial Services Technology Summit 2007 will be from August 27-29 in New York City. Hon. Michael Oxley, former Congressman who is now vice-chairman of the NASDAQ, will be a keynote speaker. In mid-September, Gartner will present the new CIO Summit in Barcelona.