Laura Schipper


Author's Posts

Bespoke Financial Advice Is Possible: Brokerages Look to Improve Advisor Search Tools

March 15, 2017 by
While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]

Brokerages Miss Chance to Score Big at the Super Bowl

February 22, 2017 by
In the days that followed one of the most exciting Super Bowls in history, focus turned not only to the New England Patriots’ surprise upset but also to the game’s increasingly popular commercials, with articles springing up online on everything from Airbnb to Mr. Clean. This year, more than 60 major brands advertised during the […]

Dow Breaks 20,000

January 31, 2017 by
As the markets continue to rally, this past week saw the Dow Jones Industrial Average break 20,000 for the first time. In response, some of the brokerages in the e-Monitor coverage group released insights discussing the event. Fidelity stands out as the only firm to highlight the record high with an article published to its […]

Many Brokerages Offer 2017 Outlooks, but UBS Resources Outperform

January 13, 2017 by
There is no doubt that 2016 was a volatile year for the economy. With major unexpected global events ranging from China’s currency devaluation to Brexit, investors struggled to keep up with the rapidly changing markets. However, in the wake of Trump’s victory and the Fed’s recent rate hike, markets cautiously rallied, while the investor outlook […]

Wells Fargo Addresses Misconduct

October 04, 2016 by
Amid backlash from consumers and lawmakers alike, Wells Fargo took steps to address the recent news of wrongful sales practices on its main public site. The firm opened over two million unauthorized accounts in a span of five years. While the press releases, statements and letters describe the event and the subsequent actions taken to […]

Micro-Saving Apps Target Millennial Investors

August 03, 2016 by
While large investment firms struggle to attract millennial clients, start-up apps are learning to engage the large demographic by offering simple ways to invest and save on a micro level. According to a recent Harris Poll study, more than 40% of millennials claim that they don’t invest in the stock market because they don’t feel they have enough money. Apps like Acorns, Stash and Digit are positioning themselves as small-change solutions to an otherwise growing problem. These free-to-download apps offer users innovative ways to kick-start their saving and investing journeys.