Jackie Shroyer

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

Email: jshroyer@corporateinsight.com

Author's Posts

Merrill Edge Brings Portfolios to Life with Portfolio Story Tool

April 27, 2018 by
When investors log in to their brokerage accounts, one question often comes to mind: How am I doing? To answer this, discount brokerages present client balances, holdings, asset allocation and performance information in easily findable pages throughout the site. Most firms fail to present this information in a single location for a holistic view of […]

2017 Award-Winning Brokerage Planning Tools

January 05, 2018 by
Corporate Insight’s e-Monitor service recently released its annual awards report recognizing excellence in site offerings across the brokerage industry. In this report, we look back at 2017, analyzing the state of the brokerage industry’s best digital resources and features by benchmarking our 18-firm coverage group across all major aspects of brokerage client websites. Financial planning […]

2017 Gold Monitor Awards Winners: Brokerage

January 04, 2018 by
We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]

Ellevest Hops on the Hybrid Model Bandwagon

January 03, 2018 by
Throughout 2017, the brokerage industry saw a growing trend of the pairing of digital advice with human advisors. Three firms in particular—TD Ameritrade, Charles Schwab and Betterment—introduced or made changes to existing digital advice models. TD Ameritrade rebranded its legacy Amerivest Portfolio service as Selective Portfolios, which provides automated managed accounts paired with guidance from […]

Looking Back: The Evolution of Trading

November 17, 2017 by

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 […]