October 16, 2018

IMEA Marketing Summit Takeaways

Corporate Insight recently attended the IMEA Marketing Summit at the Hyatt Regency in downtown Chicago. IMEA (formerly MFEA) hosts several themed conferences throughout the year, such as sales, distribution and leadership, with this iteration focusing on marketing. For the one-day event, industry leaders and key decision makers gathered to offer their takes on the latest […]

September 21, 2018

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 […]

August 28, 2018

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 […]

August 21, 2018

Investing in IRBO: The Latest in Robotics & AI ETFs

On June 28, iShares launched the iShares Robotics & Artificial Intelligence ETF (IRBO), an equal-weighted fund that gives investors exposure to leading companies in robotics and artificial intelligence innovation. Since its inception, the ETF has been trading at a premium and its performance has either met or exceeded the benchmark (NYSE FactSet Global Robotics and […]

August 01, 2018

Columbia Threadneedle Enhances Advisor Experience with Streamlined Fund Visualizations

Columbia Threadneedle redesigned its advisor-facing fund profiles with a focus on improved usability, enhanced visuals and better promotion of the fund’s value proposition. Each fund profile features an anchored navigation menu at the top of page, more in line with industry standards. Fund filtering options are now asset-class-based rather than just alphabetical, and added visuals […]

May 09, 2018

TD Embraces Non-Proprietary Platforms

Developing in-house proprietary platforms for new or existing user bases is not only expensive, it is also difficult to attract users who will adopt them. One solution is to build an application on top of a popular platform with millions of users. Through applications on Facebook, Twitter or digital assistants like Alexa, firms can access […]

May 01, 2018

Financial Literacy Month Goes Largely Unleveraged

Following  a 2003 Senate decree, April serves as Financial Literacy Month (FLM) to remedy a lack in American financial education through a series of targeted programs, events and tools. As FLM is already well publicized in the media, such as in Forbes and CNBC, firms should leverage this attention to position themselves as trusted sources […]

April 25, 2018

April 2018 FCS Lunch—Performance, Trust & Best Interests: Marketing to Financial Advisors

Corporate Insight recently attended Financial Communication Society’s Marketing to Financial Advisors conference at the New York Yacht Club, hosted by FUSE Research Network. A presentation by Director of Relationship Development Cindy Zarker and a panel discussion featuring marketing heads from J.P. Morgan Chase, AB and OppenheimerFunds provided insights and strategies for building relationships with financial […]