January 05, 2018

2017 Award-Winning Brokerage Planning Tools

Corporate Insight’s e-Monitor service recently released its annual awards report recognizing excellence in site offerings across the brokerage industry. In this report, we look back at 2017, analyzing the state of the brokerage industry’s best digital resources and features by benchmarking our 18-firm coverage group across all major aspects of brokerage client websites. Financial planning […]

January 03, 2018

Ellevest Hops on the Hybrid Model Bandwagon

Throughout 2017, the brokerage industry saw a growing trend of the pairing of digital advice with human advisors. Three firms in particular—TD Ameritrade, Charles Schwab and Betterment—introduced or made changes to existing digital advice models. TD Ameritrade rebranded its legacy Amerivest Portfolio service as Selective Portfolios, which provides automated managed accounts paired with guidance from […]

January 02, 2018

Big Companies Encourage Small Investors

As brokerages continue attempts to attract new investors, Millennials remain reluctant to engage with incumbent firms. According to a recent Bankrate study, only 17% of 1,002 Millennials surveyed said they would invest in the stock market, despite its ninth year as a bull market. Many worry that they do not have enough money or knowledge […]

December 05, 2017

The Golden Age of Audio: Financial Podcasts Proliferate in 2017

Last May, Corporate Insight explored how podcasts were spreading as a marketing tool and described how this rapidly growing medium was impacting the financial services sector. Our last review profiled five podcasts from leading asset managers. Since then, industry juggernauts Fidelity and BlackRock have upped their podcast game. In early 2017, Fidelity began the Market […]

December 04, 2017

Fund Firms Using Personalization to Engage Financial Advisors

Tailoring content based on demographics, behavior and preferences can improve the digital experience and set a firm apart from competitors. May asset managers aspire to implement elements of personalization across the online experience, especially those looking to captivate advisor audiences. Firms primarily implement personalization via email marketing, which is often a main driver for website […]

Looking Back: The Evolution of Homepage Design

Public site homepages set the tone for rest of the site experience and form investors’ first impressions as they research asset managers and brokerage firms online. Homepages play a role in highlighting products, services, intellectual capital and investing values. Firms have significantly altered their homepage design since the late 1990s, focusing on emphasizing products and […]

November 14, 2017

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. […]

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 […]

November 07, 2017

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 […]

October 26, 2017

Looking Back: Public Perceptions and the Evolution of the Investment Industry

The investing industry has changed significantly since Corporate Insight launched 25 years ago, and many factors—from the tech bubble in 2000 to the 2003 mutual fund scandal and the 2008 financial crisis—have deeply impacted perceptions of the finance industry landscape. Not only has public perception changed over the years, but so has the average investor. […]