October 23, 2017

Breach Don’t Kill My Vibe: Cybersecurity Dominates at Finovate Demo Day

Just days after the Equifax breach exposed the personal information of over half of the U.S. population, cybersecurity was top-of-mind at the FinovateFall 2017 conference. For a major credit company like Equifax to experience a security failure can increase the fear of hacks against any financial services firm. Fintech firms from around the world arrived […]

October 09, 2017

How Asset Management Firms Address Sustainable Investing Strategies

The sustainable investing industry has been steadily evolving since the mid-1900s, gradually including more screeners for assessing holdings companies. In the 1960s, social responsible investing (SRI) practices centered on an exclusionary process of avoiding “sin stocks”: equity shares from companies involved in tobacco, weapons, liquor or gambling. In the 1980s, SRI evolved, as new supporters […]

October 04, 2017

A Critical Marketing Tool for Reaching Advisors

The proliferation of the internet has given financial professionals an insurmountable amount of quality market and economic news, making it harder for firms to be a primary information source. Many fund firms struggle in capturing the elusive attention spans of advisors. Email marketing is a popular, and often effective, strategy for cutting through the noise […]

October 02, 2017

Announcement: Mutual Fund Monitor is now Asset Management Monitor

In our continued commitment to providing clients with a 360-degree view of the asset management industry, we are excited to announce the relaunch of our Mutual Fund Monitor properties as Asset Management Monitor – Investor and Asset Management Monitor – Advisor. Though they are now under different names, you can still expect the same content you’ve come to rely on […]

September 11, 2017

When Two Worlds Collide: Investors can now Access Account and Market Information via TD Ameritrade’s Facebook Messenger

With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]

August 08, 2017

Do Investors Fear Technology or Embrace It?

As we noted in an August 7th blog post, BlackRock and Legg Mason both released global investor surveys that provide insight into motivations, biases and behaviors. While the surveys provide a variety of perspectives on investor optimism, risk approach and preparation for retirement, the use of technology emerges as a crucial theme. Investors discuss their opinions […]

August 08, 2017

In|Vest Conference 2017 Review

From the rise of robos to the implementation of the DOL’s fiduciary standard, the wealth management industry faces pressure to provide clients with a better user experience, more investment options, greater transparency and reduced fees. Corporate Insight recently attended the 2017 In|Vest conference, exploring these and other current and future market trends. Held at the […]

August 07, 2017

BlackRock and Legg Mason Reveal Investor Fears

BlackRock and Legg Mason both released their global investor surveys, focusing on sentiment, behaviors and trends in 2017. Both firms touch on similar themes, discussing the roles of technology, retirement and long-term goal planning. Legg Mason provides insight into investors’ motivations and biases, comparing perception, reality, technology and experience. BlackRock also analyzes investor sentiment by […]

August 07, 2017

Beating the Odds: Banks and Brokerages Report Stronger-Than-Expected Earnings

Big banks and brokerages are celebrating their quarterly earnings reports. But how they’re communicating their successes to investors says a lot more than the numbers themselves. Bank of America, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo all beat their estimated earnings, marking the current optimistic sentiment that’s resulted from rising interest rates […]

July 07, 2017

Fund Firms Flourishing on Facebook

The latest Facebook numbers from CNN Tech show over 1.94 billion worldwide active monthly Facebook users, and 1.28 billion in daily usership, posing a great opportunity for businesses to reach a huge audience of prospects and clients. In fact, Facebook reports that over three million businesses around the globe advertise on the site. Corporate Insight’s […]