Blockchain Solutions and the Future of Finance

Blockchain technology has the potential to shape various aspects of financial services and radically alter the industry. Our first in-depth study on blockchain will help readers understand how blockchain could simplify existing financial processes, maximize efficiency and profitability of industry participants and improve the end-user experience. The study explores: The current and future states of blockchain […]

Next-Gen Life Insurers Offer Simple Online Purchasing

Purchasing life insurance has traditionally required a lengthy underwriting period, but a new generation of firms is changing the face of life insurance with streamlined, customer-friendly application processes. In January, Ladder joined sites like Haven Life and ValoraLife in offering the ability to purchase fully underwritten policies entirely online, as well as a public site […]

January 2017 Trends & Highlights: Gamified Retirement Planning, Merrill Edge Guided Investing and Financial Wellness

TRENDING Financial Wellness Continues to Trend in the New Year – Four firms added public site educational content covering a range of topics. TD Ameritrade added a public site Guidance section focusing on four goals—Retirement, Education, Wealth Generation and Other—to coincide with the firm’s renaming of its automated investment platform, now dubbed Selective Portfolios. Franklin Templeton […]

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]