Colleen McGarry

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


Author's Posts

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 […]