geasterbrook

Email: geasterbrook@corporateinsight.com

Author's Posts

Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice Study Now Available!

August 07, 2014 by
Corporate Insight is proud to announce the release of our latest study, Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice. The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch. Five Examples of Strategy Questions the Study Addresses: How […]

Study Preview: Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice

July 22, 2014 by
Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice is our forthcoming study on investing and personal finance-related fintech startups. The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch. This study begins with a detailed review of the […]

Leading Online Investment Advice Startups Pass $11.5 Billion in Assets Managed or Advised

April 23, 2014 by
Online advice startups like Personal Capital, SigFig and Wealthfront have generated a lot of buzz in the past few years and their low-cost offerings and innovative technology have caught the financial services industry’s attention. Whenever we discuss these firms, one question inevitably arises – how much money do they actually advise? To answer that question, we collected up-to-date assets under management (AUM) and advised assets figures from 11 leading startups – AssetBuilder, Betterment, Covestor, Financial Guard, FutureAdvisor, Jemstep, MarketRiders, Personal Capital, RebalanceIRA, SigFig and Wealthfront. As of April 1st, 2014, that figure was $11,527,311,000 – an impressive number given that most of these firms launched within just the past two years. Of that, $2.6 billion is under discretionary management, which means the startup trades on behalf of the client. The remainder – just under $9 billion – falls into the category of paid investment advice delivered online without discretionary control.

Full Study Out Now! Next-Generation Investing: Online Startups and the Future of Financial Advice

October 30, 2013 by
Corporate Insight is proud to announce the release of Next-Generation Investing: Online Startups and the Future of Financial Advice, the first comprehensive study on the investing- and personal finance-related startups that have emerged in the wake of the financial crisis. The study represents the culmination of nearly two years of research, encompassing over 100 online startups pioneering a wide variety of unique investment ideas. The Next-Generation Investing study offers detailed analysis of ten categories of unique investment products and services including:

New Study Preview – Next-Generation Investing: Online Startups and the Future of Financial Advice

October 23, 2013 by
Next-Generation Investing: Online Startups and the Future of Financial Advice is the first comprehensive study on the investing- and personal finance-related startups that have emerged in the wake of the financial crisis. Due out October 29th, the study represents the culmination of nearly two years of research, encompassing over 100 online startups pioneering a wide variety of unique investment ideas.

Study Preview – Next-Generation Investing: Online Startups and the Future of Financial Advice

September 11, 2013 by
Next-Generation Investing: Online Startups and the Future of Financial Advice is the first comprehensive study on the investing- and personal finance-related startups that have emerged in the wake of the financial crisis. Due out this October, the study represents the culmination of nearly two years of research by CI's Grant Easterbrook, encompassing over 100 online startups pioneering a wide variety of unique investment ideas. Grant is a recognized expert in the field who has been cited in such outlets as the Wall Street Journal, the New York Times and Reuters.

Can’t Afford College Tuition? These Startups Can Help

August 20, 2013 by
As you may have heard, Congress recently passed a last-minute deal on federal student loans that tie the rate to government borrowing costs. Still, I’m not convinced that Congress will deliver any meaningful reform of education funding, or take action to curb the spiraling cost of higher education anytime soon.

New Advancing Financial Advice Study – Next Generation of Online Investment Solutions

January 15, 2013 by
In the aftermath of the financial crisis, dozens of startups have emerged offering investors a variety of alternative online solutions for investment advice and selection. With low-cost products, transparency on fees and performance and user-friendly online platforms, this new generation of online investment solutions collectively poses a threat to traditional investment industry players.

How Will Online Investment Alternatives Impact Financial Institutions?

October 08, 2012 by
Over the years we’ve seen the occasional online startup try to disrupt the investment industry in one way or another. But what was once a trickle has turned into a flood in the aftermath of the financial crisis, to the point where today Corporate Insight tracks over 30 emerging online investment alternatives including:

New Guide – Advancing Financial Advice: Complete Guide to Online Investment Alternatives

August 14, 2012 by
Online investment advisory firms continue to challenge the investment industry with their unique and innovative business models. Volume two of Advancing Financial Advice profiles 15 up and coming firms that offer a variety of valuable online investment alternatives to the traditional players in the space. Advancing Financial Advice: Complete Guide to Online Investment Alternatives builds […]