Allison Alecci

Allison is a Research Associate for Consulting Services at Corporate Insight.

Email: aalecci@corporateinsight.com

Author's Posts

The Persistent Gender Disparity in Financial Wellness

January 14, 2019 by
Employers and benefit providers face increasing pressure to give employees the tools and resources to get their financial lives on track. However, despite recent interest and effort from industry leaders, data reveals that employers generally have a long way to go to ensure their employees’ financial wellness, especially women. Corporate Insight’s newest study—A Roadmap of […]

Merrill Lynch Pilots New Hybrid Robo Amid Growing Investor Demand for Advisor Support in Digitally Managed Accounts

December 19, 2018 by
Merrill Lynch is piloting a new hybrid digital advice offering for its managed account suite, Merrill Guided Investing with Advisor, according to a recent ADV filing. Positioned as a combination of Merrill’s pure-robo (Merrill Guided Investing) and its traditional managed service (Select Portfolios), the new platform offers clients access to the full digital account experience […]

As Financial Firms Bicker Over Bitcoin, the SEC Clouds the Forecast

February 07, 2018 by
On January 31st, Bitcoin finally broke the $10,000 mark again, weeks after it fell from its all-time high of nearly $20,000. Whether the increase will last is another question. But it’s not looking likely. Just a few days later, Bitcoin dropped below $6,000. Bitcoin’s meteoric rise in popularity has not gone unnoticed by financial firms, […]