Jackie Shroyer

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

Email: jshroyer@corporateinsight.com

Author's Posts

In|Vest Conference 2017 Review

August 08, 2017 by
From the rise of robos to the implementation of the DOL’s fiduciary standard, the wealth management industry faces pressure to provide clients with a better user experience, more investment options, greater transparency and reduced fees. Corporate Insight recently attended the 2017 In|Vest conference, exploring these and other current and future market trends. Held at the […]

If You Can’t Beat ‘Em, Join ‘Em: E*TRADE Launches New Ad Campaign

July 10, 2017 by
E*TRADE recently unveiled its new “Don’t Get Mad, Get E*TRADE” campaign involving digital, mobile and social marketing, along with a series of TV commercials to attract millennial investors hoping to get rich fast. The first commercial, which was released in late June, portrays a man daydreaming about the lives of the super-rich, imagining pizza delivered […]

Around the Banking Industry: Aspiration

May 23, 2017 by
Do you ever wonder about the societal or environmental cost of purchasing a cup of coffee, a slice of pizza or even a new pair of shoes? Financial services startup, Aspiration, founded in 2013 now has an app for just that. While some  financial institutions have started to provide clients with a monthly breakdown of […]

Around the Brokerage Industry: SwipeStox

May 03, 2017 by
Soon enough, mobile will become the primary means of interaction between consumers and financial services firms, and millennials are a key reason for this change. As a generation’s members are rarely separated from their smartphones, firms must adapt accordingly and strive to deliver cutting edge resources to keep them engaged. A unique trading app—SwipeStox—is doing […]

Race to the Bottom: Brokerage Firms Are Slashing Prices

March 07, 2017 by
In an increasingly competitive marketplace, discount brokerages are facing immense pressure to attract clients. The question of cost arises in practically every purchasing decision, and investing is no exception. Recently, we have seen a whirlwind of price cuts from four leading firms: Charles Schwab, E*TRADE, TD Ameritrade and Fidelity. In the beginning of February, Schwab […]

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

February 08, 2017 by
The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]

Morgan Stanley and Ellevest Lead the Fight To Close The Gender Gap in Investing

October 11, 2016 by
It is an exciting time in the financial services industry for women. Recently, two firms—Morgan Stanley and Ellevest—made significant strides in the fight to close the gender gap in investing: Morgan Stanley implemented a framework that embraces “female-friendly” investment approaches, and Ellevest raised $9 million in funding. Morgan Stanley With the recent addition of a […]

How Blooom Helps Investors Grow Their Retirement Savings

August 18, 2016 by
It is no question that Americans need all the help they can get when it comes to retirement. As pension plans become increasingly uncommon, more and more Americans must bear the risk and responsibility of funding their own retirement. To make matters worse, navigating a personal retirement plan such as a 401(k) or IRA and […]

InVest Conference Review

July 06, 2016 by
From the rise of robo advisors to the recent DOL ruling, the wealth management industry faces pressure to provide clients with a better user experience, more investment options, more transparency and reduced fees. Corporate Insight recently attended the 2016 In|Vest conference on these and other current and future market trends.

Around the Brokerage Industry: Ellevest

June 02, 2016 by
Over the past several months, the influx of robo-advisors has taken the financial advisory community by storm. As this particular market continues to evolve and expand, online financial advice and portfolio management is becoming more accessible to a wider variety of investors—namely, women. On May 11, 2016, Sallie Krawcheck, former Citigroup CFO, launched Ellevest, an […]