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 […]

June 26, 2017

Asset Management Firms Target Audiences to Enhance the User Experience

Asset managers create content for a variety of intended target audiences. Websites often include firms’ perspectives on economic market conditions as well as practice management resources geared specifically for advisors and clients. Companies use different methods to specify the audience type. Corporate Insight’s Mutual Fund Monitor and Advisor Monitor services track how asset management firms […]

June 07, 2017

Advisor Audit Shows Fund Firms Underperform in Digital Offerings

The financial advice industry is going through unprecedented disruption. Tighter regulations, shifting client demographics, new competitors, pricing pressures and technological innovations pose many challenges. Asset management firms can be valuable partners to advisors in this uncertain environment by providing web-based resources that support FAs in their prospecting, client communication, fund research and financial plan development. […]

June 07, 2017

Ad Campaigns in Defense of Active Management

An expanding ETF market, post-2008 skittishness, an uncertain interest rate environment and lower costs are some key factors influencing the popularization of passive investing. Although passive investing is currently experiencing a wave of popularity, American Funds and OppenheimerFunds are going against the tide of opinion and championing the superiority of active strategies in their latest […]

May 25, 2017

Tailor Made: Asset Management Firms Incorporate Homepage Customization to Enhance the User Experience

Asset management firms are employing personalization and customization features on advisor-facing websites, recent trends reveal. Leading advisor firms tailor homepage content and specific characteristics of investors to enhance the user experience. Personalization allows firms to control and target content, whereas customization lets investors interact with the interface and adjust content layout to reflect their interests […]

May 04, 2017

Funds Industry Takes on Trump

Since the surprise election of Donald Trump, mutual fund firms have scrambled to reassure both advisors and investors that the outcome will not have an immediate impact on markets. Immediately following election night, firms like Franklin Templeton and PIMCO analyzed how Trump’s campaign promises could affect investor portfolios and equity markets. Firms anticipated that a […]