Laura Schipper

Email: lschipper@corporateinsight.com

Author's Posts

Placing Trades on Facebook

November 07, 2017 by
In an effort to further simplify investors’ financial lives, TD Ameritrade added trading capabilities to its Facebook Messenger chat bot. Connecting with investors on a widely used platform that many millennials, Xers and boomers use on a daily basis further exemplifies the firm’s attempt to normalize investing by integrating it into clients’ daily lives. Knocking […]

At Finovate, Remembering the Humans as Financial Services Embraces the Robots

October 23, 2017 by
At this year’s Finovate conference, industry thought leaders took the stage to discuss their opinions on wealth management in the digital age. The value of human interaction was a common theme we saw through many of the speakers’ discussions. Money is an emotional topic, and coping with market swings and struggling to pay bills are […]

When Two Worlds Collide: Investors can now Access Account and Market Information via TD Ameritrade’s Facebook Messenger

September 11, 2017 by
With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]

Beating the Odds: Banks and Brokerages Report Stronger-Than-Expected Earnings

August 07, 2017 by
Big banks and brokerages are celebrating their quarterly earnings reports. But how they’re communicating their successes to investors says a lot more than the numbers themselves. Bank of America, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo all beat their estimated earnings, marking the current optimistic sentiment that’s resulted from rising interest rates […]

Schwab on Snapchat: Brokerages Find New Target Demographic in Recent College Grads

June 08, 2017 by
With graduation season upon us, college seniors are looking forward to beginning life in the “real world.” From beginning new jobs to renting new apartments and managing their own finances, graduating seniors are facing one of the most pivotal times of their lives. Capitalizing on this important transition, brokerage firm Charles Schwab targets the young […]

Capital One Targets Millennials with Atypical Banking Experiences

May 02, 2017 by
It is no secret that Millennials are rejecting the typical banking and brokerage experience. Following the financial crash, people of all ages have struggled to regain trust in financial institutions. As such, individuals are turning to fintech startups and online banking platforms, as relationship-based experiences are decreasing in popularity. A recent Scratch survey found that […]

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 […]