October 23, 2017

Breach Don’t Kill My Vibe: Cybersecurity Dominates at Finovate Demo Day

Just days after the Equifax breach exposed the personal information of over half of the U.S. population, cybersecurity was top-of-mind at the FinovateFall 2017 conference. For a major credit company like Equifax to experience a security failure can increase the fear of hacks against any financial services firm. Fintech firms from around the world arrived […]

October 09, 2017

How Asset Management Firms Address Sustainable Investing Strategies

The sustainable investing industry has been steadily evolving since the mid-1900s, gradually including more screeners for assessing holdings companies. In the 1960s, social responsible investing (SRI) practices centered on an exclusionary process of avoiding “sin stocks”: equity shares from companies involved in tobacco, weapons, liquor or gambling. In the 1980s, SRI evolved, as new supporters […]

October 04, 2017

A Critical Marketing Tool for Reaching Advisors

The proliferation of the internet has given financial professionals an insurmountable amount of quality market and economic news, making it harder for firms to be a primary information source. Many fund firms struggle in capturing the elusive attention spans of advisors. Email marketing is a popular, and often effective, strategy for cutting through the noise […]

September 11, 2017

When Two Worlds Collide: Investors can now Access Account and Market Information via TD Ameritrade’s Facebook Messenger

With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]

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 […]