Matthew Van


Author's Posts

Schwab Enters the Robo-Advisor Fight

March 12, 2015 by
The Classic Disrupter Plays Catch-Up On Monday, Charles Schwab culminated a mysterious, months-long advertising campaign by unveiling Schwab Intelligent Portfolios – the firm’s first foray into the growing algorithm-based investing marketplace. With its digitally-managed portfolio of low-cost ETFs across a wide range of asset classes, Schwab has boldly promised that “Investing has Changed Forever.” This […]

2014 Gold Monitor Award Winners: Brokerage

February 25, 2015 by
This month, we are proud to present our annual e-Monitor Awards Report, detailing the best features in nine areas of online brokerage offerings and functionalities: Account Information, Education Centers, News & Research, Online Documentation, Online Help, Product Range, Quotes, Tools & Calculators and Trade Tickets. Based on this review, conducted using our proprietary audit software and industry experience, we awarded gold, silver or bronze medals to those firms that go above and beyond.

CI First Look – Santander Bank: What’s in a Name?

November 05, 2013 by
On October 17, 2013, Sovereign Bank, the U.S. unit of Spain’s Santander Group, officially rebranded itself with the name of its parent company, becoming Santander Bank. Having fully acquired Sovereign Bank in 2009 following the financial crisis, Santander Group delayed the rebranding until it could shore up the battered U.S. bank by boosting capital and asset quality within Sovereign and synchronizing multiple legacy systems to a single platform. Four years after its buyout, Santander Group felt the time was finally right to launch Santander Bank.