Asset Management Firms Target Millennials with ESG Material

Asset managers are increasingly creating content to target millennial investors. Sustainable and social responsible investing is a popular industry topic that is a natural fit for discussing millennials’ value investing habits, product purchasing preferences and portfolio diversification tendencies. Lately, Corporate Insight’s Asset Management Monitor – Advisor has found relevant articles, commentaries, blog posts and videos. […]

Driving Employee Engagement: Lessons from the 2017 SPARK Forum

The topic of how to drive engagement among defined contribution plan participants is one of the most prevalent conversations in the retirement plan industry today. It is also a topic that pervades both our Retirement Plan Monitor and Retirement Plan Monitor – Institutional research; employee engagement resources was the topic of our October RPM – […]

John Hancock Vitality Combines Rewards with Education

John Hancock’s Vitality program combines education and rewards to encourage clients to eat fruits and vegetables and exercise regularly. The program rewards clients for purchasing healthy foods and recently made headlines for expanding its Apple Watch discount offer to every client, promoting the expansion as motivation for clients to exercise more and earn lower watch […]

October 2017 FCS Breakfast: Benchmarking Digital & Social in Financial

Corporate Insight recently attended FCS’s Benchmarking Digital & Social in Financial conference at the New York Yacht Club, hosted by Living Group. A presentation by Living Group CEO Kate Walsh and an all-female panel discussion featuring marketing heads from Legg Mason, Russell Investments, PIMCO and Schroders discussed the results of their benchmarking research, which evaluated […]

Placing Trades on Facebook

In an effort to further simplify investors’ financial lives, TD Ameritrade added trading capabilities to its Facebook Messenger chat bot. Connecting with investors on a widely used platform that many millennials, Xers and boomers use on a daily basis further exemplifies the firm’s attempt to normalize investing by integrating it into clients’ daily lives. Knocking […]