December 2018 Trends & Highlights: New Private Site Capabilities, Market Outlook Resources, Rebranding and Private Site Revamp

TRENDING  New Private Site Capabilities – Seven firms across our coverage groups introduced new capabilities to their private sites in the past month. Hartford Funds added a My Favorites feature, which allows financial advisors to save funds and resources to a central location as well as access their profile, order history, cart and subscription center. […]

The Persistent Gender Disparity in Financial Wellness

Employers and benefit providers face increasing pressure to give employees the tools and resources to get their financial lives on track. However, despite recent interest and effort from industry leaders, data reveals that employers generally have a long way to go to ensure their employees’ financial wellness, especially women. Corporate Insight’s newest study—A Roadmap of […]

We Compared Overdraft Fees in a Hypothetical Scenario and the Results Are the Stuff of Nightmares

To judge overdraft fees holistically for each firm in the Bank Monitor coverage group, Corporate Insight’s November Report imagined a nightmare scenario—in which an account holder incurred the daily maximum number of overdraft fees, as well as an overdraft protection transfer fee and the minimum extended overdraft fee—then calculated the total fees each firm would […]

Life by Spot: Can Short-Term Life Insurance Succeed in the Long Run?

Do people who jump out of airplanes for fun also buy life insurance? A new insurance company is going to find out. Life by Spot, a Texas-based startup, plans to offer short-term life insurance to skydivers, lawnmower racers and other thrill-seekers starting in 2019. Traditional insurers have long been reluctant to insure skydivers, who statistically […]

One Year On: Oregon Debuts First State-Sponsored IRA Plan for Private Sector Employees, Individual Workers

Retirement has historically hinged on a variety of income sources, including personal savings, Social Security benefits and defined benefit pension plans. All of these have become less reliable since the Great Recession in 2008, with debt and cost of living inhibiting saving, private-sector pension plans nearing extinction and the future of Social Security looking uncertain. […]