Email: csilverman@corporateinsight.com

Author's Posts

Brokerage Firms Address High Frequency Trading Concerns

April 30, 2014 by
Within the past couple of weeks, three firms – Charles Schwab, E*TRADE and TradeKing – have responded to the popular high-frequency trading topic. Charles Schwab posted a public message clearly stating its stance on high-frequency trading, E*TRADE posted a private message from its CEO briefly mentioning the topic and TradeKing posted a link to its high-frequency trading Forum on its Facebook page.

Around the Brokerage Industry: Stifel Nicolaus

April 21, 2014 by
CI’s Around the Brokerage Industry series reviews public websites and digital resources offered by leading brokerages and investment firms that fall outside of our E-Monitor and Broker Monitor coverage groups. Stifel LogoStifel Nicolaus is an investment banking and full-service brokerage firm that provides financial solutions and services for its individual, institutional, corporate and municipal clients. The firm was founded in 1890 and currently maintains its corporate headquarters in St. Louis, Missouri. The firm provides detailed information about the types of services and clients it serves on its public Individual Investors and Investment Advisory Services sections. Both sections provide links to services and products that are explained in great detail in their respective pages.

TD Ameritrade U Aims to Educate Millennial Investors

April 16, 2014 by
The severe market volatility of the past 15 years has had a major impact on the attitudes of the Millennial generation towards money management and investment practices. This skepticism is exacerbated by a general lack of knowledge of financial markets among young investors. TD Ameritrade is taking the initiative to educate the Millennial generation on investing fundamentals through its TD Ameritrade U program.

CI Review: Charles Schwab’s New IRA Sitelet

April 14, 2014 by
To best serve their customers and keep them well-informed, financial firms provide an enormous amount of content on their websites. As a result, site visitors may feel overwhelmed by all the information. A remedy for this issue is the sitelet. Sitelets can be a great strategy for marketing specific content that is already available on the firm’s main website. They slim down the amount of content displayed, help to increase a firm’s website traffic and, without requiring users to navigate through interim pages, help direct users toward the information they are seeking. Recently, Charles Schwab added a new IRA sitelet that aims to provide information on Schwab IRAs and helps to direct users to related IRA pages on the firm’s public website. More specifically, the sitelet provides content on how to open a Schwab IRA, lists the different types of IRAs, and includes an IRA-specific FAQs section. In addition, the IRA sitelet does an excellent job of making navigation between the sitelet and main website pages easy, and helps direct users to their desired content without having to search around aimlessly.

CI Review: Merrill Edge Financial Learning Center

March 17, 2014 by
Following the lead of Fidelity’s Money Firsts and Charles Schwab’s Money Wise, Merrill Edge became the third e-Monitor firm to launch an educational sitelet that focuses on basic money management lessons and tips. The Merrill Edge Financial Learning Center features responsive Web design and contains a wide variety of valuable educational content that is also available on the Merrill Edge public site.

CI Review: Merrill Lynch Wealth Management Socially Conscious Investing Resources

August 22, 2013 by
A recent trend throughout certain financial retail websites is the addition of articles and other information focusing on socially conscious and sustainable investment options. Starting in March 2013, Merrill Lynch Wealth Management has introduced a variety of environmental and socially conscious investing content to their public website. The new A Transforming World section consists of two pages – Values-Based Investing and Outlook 2031– and a sitelet titled A Transforming World.