March 15, 2017

Bespoke Financial Advice Is Possible: Brokerages Look to Improve Advisor Search Tools

While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]

March 07, 2017

Race to the Bottom: Brokerage Firms Are Slashing Prices

In an increasingly competitive marketplace, discount brokerages are facing immense pressure to attract clients. The question of cost arises in practically every purchasing decision, and investing is no exception. Recently, we have seen a whirlwind of price cuts from four leading firms: Charles Schwab, E*TRADE, TD Ameritrade and Fidelity. In the beginning of February, Schwab […]

February 22, 2017

Brokerages Miss Chance to Score Big at the Super Bowl

In the days that followed one of the most exciting Super Bowls in history, focus turned not only to the New England Patriots’ surprise upset but also to the game’s increasingly popular commercials, with articles springing up online on everything from Airbnb to Mr. Clean. This year, more than 60 major brands advertised during the […]

February 08, 2017

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]

January 31, 2017

Dow Breaks 20,000

As the markets continue to rally, this past week saw the Dow Jones Industrial Average break 20,000 for the first time. In response, some of the brokerages in the e-Monitor coverage group released insights discussing the event. Fidelity stands out as the only firm to highlight the record high with an article published to its […]

January 10, 2017

e-Monitor Awards: E*TRADE, Merrill Edge, Fidelity, Charles Schwab and TD Ameritrade Excel in Help Resources

e-Monitor is proud to present its annual awards report recognizing excellence in site offerings across the brokerage industry. In this report, we analyze the state of the brokerage industry’s best digital resources and features by benchmarking our 19-firm coverage group across six major aspects of brokerage client websites: Account Information, Quotes, Trading, Online Help, Prospect […]

January 10, 2017

2016 Gold Monitor Awards Winners: Brokerage

We are excited to announce the release of Corporate Insight’s 2016 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. For more information about the awards and trends that we have observed over the last year, please see our news […]

e-Monitor Introduces TIAA

In the newest addition to our e-Monitor coverage group, Corporate Insight welcomes TIAA. At the retail level, TIAA provides a suite of investment options including traditional, rollover and Roth IRAs, mutual funds, annuities, life insurance, college savings plans, trust services and investment management. The firm also serves institutional investors and intermediaries, including registered investment advisors, […]