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, […]

June 02, 2016

Around the Brokerage Industry: Ellevest

Over the past several months, the influx of robo-advisors has taken the financial advisory community by storm. As this particular market continues to evolve and expand, online financial advice and portfolio management is becoming more accessible to a wider variety of investors—namely, women. On May 11, 2016, Sallie Krawcheck, former Citigroup CFO, launched Ellevest, an […]

April 11, 2016

Should I Buy or Should I Sell? TipRanks Holds Financial Analysts Accountable For Investment Recommendations

Over the past several months, firms throughout the brokerage industry have begun to integrate social sentiment tools into their stock research offerings. As we mentioned recently, many of these tools continue to capture chatter that is either irrelevant to a company’s financial health or provided by unverified sources. In late January, E*TRADE integrated a tool […]

February 29, 2016

2015 Gold Monitor Award Winners: Brokerage

Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus […]