The Rise of ESG

  Morgan Stanley recently announced that it amassed more than $20 billion in ESG assets over the past five years—more than doubling its impact investment asset goal for this period. The firm launched its Institute for Sustainable Investing platform in 2013, committing to the $10 billion dollar goal upon its inception. The firm launched two […]

Personal Finance Game from Fidelity Targets Next Generation of Investors

Targeting recent college graduates, Fidelity’s new Five Money Musts program incorporates gamification and personal finance education strategies to jump start the next generation of investors. The game lets users make financial decisions as a recent graduate, including which job offer to take, where to live, how much to contribute to a 401(k) versus student loans […]

August 2018 Trends & Highlights: Updated Mobile App Capabilities, Customer Servicing Resources and New Investment and Financial Services Products

TRENDING  Mobile Capability Updates – Across various industries, 12 firms updated their mobile app capabilities with new and refreshed features. Bank of America enhanced the Spending & Budgeting tool in its Android app with new tabs for Income, Transactions and Cash Flow. Capital One’s app now includes the ability to change a debit card ATM […]

No Standard for Retirement Readiness

Retirement readiness serves as a strong indicator of retirement plan health. As discussed in Corporate Insight’s recent plan-level data report, readiness is a highly variable metric though is generally defined numerically through projected income replacement ratio and other related markers. What constitutes a healthy minimum income replacement ratio, however, is less than agreed upon as […]

Vanguard Launches Largest Suite of Commission-Free ETFs

At the beginning of July, Vanguard announced its intent to launch a mostly commission-free ETF selection, citing its desire to continue to provide investors with access to low-cost, diverse assets. At the time, Vanguard already offered its own 77 ETFs commission-free; the fanfare surrounding the announcement centers on the fact that the new suite consists […]