Colleen McGarry

Colleen is a Research Associate for e-Monitor and Broker Monitor at Corporate Insight.


Author's Posts

July 2017 Trends & Highlights: Private Site Redesigns, Fed Rate Commentary and DOL Compliance Resources

August 22, 2017 by
TRENDING New Promotions and Card Offer Changes from Seven Firms Clients get their setup fee waived when they convert an existing Uni-K, solo-k or individual 401(k) to a Merrill Edge Individual 401(k) by September 30. American Express changed the introductory spend offers on nine cards, while Chase lowered the initial spend offer for its Southwest […]

June 2017 Trends & Highlights: DOL Implementation, Fed Rate Hike and Janus Henderson Investors

July 27, 2017 by
TRENDING Nine Firms Address DOL Rule Implementation: The DOL rule went into effect on June 9, causing firms across coverage groups to respond. MassMutual updated its compensation structure and marketing materials and posted an article regarding the changes on the advisor site homepage. Allianz created a guide for advisors, while Lincoln added a blog post […]

Financial Services Introduce ABLE Accounts

June 28, 2017 by
Recently, firms in diverse sectors have begun expanding product offerings to feature accounts specifically for people with disabilities. In 2014, Congress signed the Achieving a Better Life Experience Act, or ABLE Act, which gives individuals with disabilities access to tax-free savings accounts. In the early half of this year, both Fifth Third Bank and Fidelity […]

May 2017 Trends & Highlights: Private Site Revamps, Rebranding, New Products and New Public Site Sections

June 08, 2017 by
TRENDING Seven Firms Debut New Products – This month, seven firms released eight new products—one savings account, one fund, one rider, one credit card, one insurance product and three annuities. Fidelity introduced sustainability-focused funds as well as an Attainable Savings Account for persons with disabilities to save without compromising their government benefits. Prudential launched a Legacy […]

April 2017 Trends & Highlights: BB&T and Safeco Public Site Revamps, Marketing Campaigns and Mobile Payment Capabilities

May 22, 2017 by
TRENDING New Marketing Campaigns from Five Firms – This month, five firms launched new marketing campaigns, focusing on social impact, trust building, celebrity partnerships and women in financial planning. State Farm began its Neighborhood of Good campaign promoting volunteerism, while Wells Fargo premiered its Building Better Every Day campaign to ensure customers of its commitment to […]

March 2017 Trends & Highlights: Citizens Bank Site Revamp, Brighthouse Web Presence, New Products and Fee Changes

April 20, 2017 by
TRENDING New Products and Related Pages from Seven Firms – This month, seven firms launched new products, including one checking account, one CD, one credit card, two life insurance products and two digital advice platforms. Fifth Third introduced a checking account affiliated with the Achieving a Better Life Experience (ABLE) program, and Ally Bank announced its new […]

UBS and RBC Were “Bold for Change” on International Women’s Day

March 14, 2017 by
International Women’s Day 2017 provided the perfect opportunity for investment firms to engage prospective and existing female clients. Women investors remain a vastly underserved group—a UBS report states that just 2% of wealth managers treat women as a group with individual needs. Firms that aren’t making efforts to appeal to women are missing out on […]

Morgan Stanley Furthers its Gender Equality Mission with Study

March 09, 2017 by
Morgan Stanley recently released a study on risk and return in correlation with gender diversity in the workplace. The full report, An Investor’s Guide to Gender Diversity, is available through an advisor, but an infographic on the public site homepage detailed the research and findings. The study aimed to standardize data for gender diversification within […]

E*TRADE Hosts Sixth Annual Retirement Day

March 06, 2017 by
On March 7, E*TRADE will host its sixth annual Retirement Day, the firm’s attempt to engage prospective and existing clients alike through educational webcasts. Over the past decade, Americans have shown a lack of retirement income knowledge. Providing a forum for long-term investors to learn from and interact with professionals enables future retirees to be […]

Say “Ask TD Ameritrade” to My Little Friend: Investment Firms Launch Amazon Alexa Skills

January 09, 2017 by
In a December 15 press release, TD Ameritrade announced the launch of its new Amazon Alexa skill. The skill is an app for Alexa-enabled Amazon devices, including Echo, Dot, Tap and Fire TV. The virtual assistant responds immediately to user voice commands with the requested information. TD Ameritrade’s new skill provides market updates and quotes […]