Colleen McGarry

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

Email: cmcgarry@corporateinsight.com

Author's Posts

If You’re Not First, You’re Last: Prudential Releases Fixed Indexed and Direct-to-Consumer Annuities Years behind Competitors

May 02, 2018 by
Prudential’s piloted direct-to-consumer annuity offering follows the release of its first fixed index annuity, but the firm is years behind in offering either product. This leap into new products and distribution options comes as variable annuities maintain a seven-year decline in sales. Even with encouraging markets, consumers still feel trepidation post-recession. Since 2011, sales of […]

December 2017 Trends & Highlights: Market Outlooks for 2018, Holiday Messages, Updated Private Sites and Morgan Stanley Access Investing

January 30, 2018 by
TRENDING 2018 Outlooks – In December, 16 firms across industries outlined their expectations for the new year. Fidelity added two videos, one on U.S. equity sector outlooks and a second on global expansion and volatility. Invesco released a video series on the 2018 outlook and posted a blog about fintech forecasts. Oppenheimer Funds and Janus […]

Year-End Giving: Firms Race to the Nice List

December 22, 2017 by
It’s beginning to look a lot like the holiday season, as firms across industries advertise their charitable contributions in the spirit of giving. Approximately 29% of a given year’s nonprofit donations occur in the month of December, with 11% in just the last three days of the year. In keeping with this seasonal boost in […]

November 2017 Trends & Highlights: Face ID Capabilities, Tools and Calculators, Merrill Edge Stock Stories and Wells Fargo Advisors Intuitive Investor Platform

December 19, 2017 by
TRENDING Face ID Login Feature – Nine firms introduce Face ID to mobile applications, in response to the new features of the iPhone X. Bank of America, Capital One, Chase, E*TRADE, Fidelity, PNC, U.S. Bank, Progressive and USAA all adopted the new technology as a means for signing on to their secure applications. Public and […]

October 2017 Trends & Highlights: Cybersecurity Awareness, Mobile App Updates and California Wildfire Reactions

November 21, 2017 by
TRENDING Cybersecurity Awareness Month – Just one month after the Equifax breach, many firms focused commentary content on National Cybersecurity Awareness Month. Five firms highlight the month through banner images and notifications. Raymond James promoted security tips and related articles through an image on the logout page as well as a section on the public […]

Breach Don’t Kill My Vibe: Cybersecurity Dominates at Finovate Demo Day

October 23, 2017 by
Just days after the Equifax breach exposed the personal information of over half of the U.S. population, cybersecurity was top-of-mind at the FinovateFall 2017 conference. For a major consumer credit reporting agency like Equifax to experience a security failure can increase the fear of hacks against any financial services firm. Fintech firms from around the […]

September 2017 Trends & Highlights: Hurricane Coverage, Equifax Response, Life Insurance Awareness Month

October 12, 2017 by
TRENDING Cross-Industry Responses to Hurricanes – In the wake of Hurricanes Harvey and Irma, 54 firms across nine of the Corporate Insight monitor groups created fundraising campaigns, provided special contact information and alerted of temporary branch closings. To see our cross-industry special report on hurricane responses, click here (CI login required). Firms Address Equifax Breach […]

August 2017 Trends & Highlights: Standard Settlement Period Change, Facebook AI Bot, Revamped Login Interfaces and E*TRADE OptionsHouse Integration

September 29, 2017 by
TRENDING Ten Firms Address Trade Settlement Period Change: A popular method of announcing the industry-wide change, eight firms added notices to their monthly statements: Ameriprise, Charles Schwab, Fidelity, Morgan Stanley, Raymond James, RBC, TD Ameritrade and Vanguard. Scottrade announced the reduced period with a private site homepage notification. Later in the month, Capital One Investing […]

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 […]