June 2018 Trends & Highlights: Product and Security Updates, Navigation Changes, New Technology, and Redesigns

TRENDING Product Updates and Launches – Across multiple industries, 23 firms launched new products or updated existing ones. Matching moves made by the Federal Reserve, American Century, AXA, BB&T, Capital One, Charles Schwab, Chase, Citibank, E*TRADE, Fidelity, Legg Mason, Lord Abbett, Merrill Edge, MFS, PIMCO, PNC Bank, TD Ameritrade and Wells Fargo increased rates on […]

Pride Month: A Life Insurance Marketing Opportunity Harnessed by Few and Missed by Many

Research shows fewer LGBT individuals work with a financial professional compared to the general population, despite same-sex couple families having higher savings, income and investible assets on average than other family types. Though this underserved market presents a multitude of opportunities for insurers, only 27% of Life Insurance Monitor firms harness the publicity surrounding June’s […]

P&C Quarterly Mobile Highlights and Innovations

Following a stellar first quarter of 2018, property and casualty insurance firms continued to innovate in the second quarter by embracing the latest technology, employing dramatic design updates and improving accessibility on mobile platforms. April was an important month for mobile app features, as two firms in our P&C Insurance Monitor coverage group sought to […]

Robinhood Advances with New Free Multi-Leg Options Strategies

Robinhood, which has offered basic options trading strategies since December 2017, recently announced in a blog post and on social media the launch of mobile-only advanced, multi-leg options strategies in single trade orders. According to the blog post, the firm’s options trading volume is already over $2 billion, and the introduction of advanced strategies—including iron […]