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

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 10, 2017

If You Can’t Beat ‘Em, Join ‘Em: E*TRADE Launches New Ad Campaign

E*TRADE recently unveiled its new “Don’t Get Mad, Get E*TRADE” campaign involving digital, mobile and social marketing, along with a series of TV commercials to attract millennial investors hoping to get rich fast. The first commercial, which was released in late June, portrays a man daydreaming about the lives of the super-rich, imagining pizza delivered […]

May 03, 2017

Around the Brokerage Industry: SwipeStox

Soon enough, mobile will become the primary means of interaction between consumers and financial services firms, and millennials are a key reason for this change. As a generation’s members are rarely separated from their smartphones, firms must adapt accordingly and strive to deliver cutting edge resources to keep them engaged. A unique trading app—SwipeStox—is doing […]

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 […]