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 […]

April 23, 2018

UBS Launches Robo-Advisor among Limited Fanfare

On April 5, UBS Wealth Management became the most recent incumbent brokerage to join the automated investing foray. This increases the number of firms that offer automated investing platforms in Corporate Insight’s e-Monitor coverage group to 11 (70%), with full-service firms like Morgan Stanley, Wells Fargo Advisors and Merrill Lynch (through Merrill Edge) launching platforms […]

March 01, 2018

Brokerages Respond to New FINRA Regulation

In an effort to protect America’s aging population and vulnerable adults from financial exploitation, FINRA implemented a new regulation that requires brokerages to “make reasonable efforts” to obtain trusted contact information for accounts. Additionally, FINRA member firms now can place a temporary hold on the distribution of funds that are believed to be financially exploited. […]

February 06, 2018

CI Adds Coverage of Calvert and Columbia Threadneedle to Asset Management – Investor Monitor Research

Building off our recent relaunch of Asset Management Monitor – Investor, CI is excited to introduce Columbia Threadneedle Investments and Calvert Research and Management to our coverage group. Columbia Threadneedle furthers our coverage of active companies, while Calvert allows us to expand our scope of the fast-expanding SRI space. Columbia Threadneedle is the global asset […]

January 30, 2018

2017 Gold Monitor Awards Winners: Asset Management Monitor – Advisor

We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we released a series of slide decks highlighting gold-medal-winning firms in each of our financial services verticals. […]

January 30, 2018

Advisor Websites Evolve, Embrace Open Access

The trend toward open access quality investing information online makes it increasingly challenging to captivate advisor audiences, and fund firms are competing to gain visibility. For some asset managers, getting advisors to visit their site, let alone log in, can be challenging. Over the past few years, Corporate Insight (CI) has observed asset managers incrementally […]

January 17, 2018

Brokerages Increasingly Embrace ESG Funds

The rapid growth of ETFs is shaking up the industry. With over a 67% increase in net issuance since 2016, growth is expected to continue beyond 2018. Schwab stands out for growing its ETF assets to over $400 billion, doubling in the past four years. As more funds are issued, investors can more easily create […]