December 06, 2018

2018 PIR Conference Takeaways

Corporate Insight recently attended the 2018 Property Insurance Report National Conference at the beautiful Ritz-Carlton in Laguna Niguel, California. Every year, host Brian Sullivan of Risk Information invites industry leaders and key decision makers to offer their takes on the latest industry trends and home-related products and services. Over two days, a diverse lineup of speakers highlighted a variety […]

November 29, 2018

Three P&C Insurance Takeaways from the 2018 SIR Conference

Last month, Corporate Insight attended the 2018 Society of Insurance Research National Conference in New Orleans. Robert Mozeika from Munich RE set the stage in his keynote address when he asserted that the “industry is ripe for change” thanks to the large quantities of data that insurers are collecting. He positioned data as the “new […]

March 17, 2014

CI Review: Merrill Edge Financial Learning Center

Following the lead of Fidelity’s Money Firsts and Charles Schwab’s Money Wise, Merrill Edge became the third e-Monitor firm to launch an educational sitelet that focuses on basic money management lessons and tips. The Merrill Edge Financial Learning Center features responsive Web design and contains a wide variety of valuable educational content that is also available on the Merrill Edge public site.

February 20, 2014

CI Review: TD Ameritrade’s Revamped Private Education Center

TD Ameritrade launched a revamped private website Education Center, adding a host of resources to the reorganized section. Highlights of the new Education Center include a points program, virtual badges, a personal progress meter and improved search, filter and navigation features. The firm also added a variety of new educational content across a variety of formats, including videos, online courses, quizzes, live events and articles. TD Ameritrade has stated that it plans to continue to add content to its revamped Education Center over the upcoming months, including up to 200 new videos.

February 12, 2014

CI Preview: Fidelity’s New Portfolio Summary Beta

Fidelity recently invited some of its retail customers to preview a new Portfolio Summary view on the firm’s investor site. A new email sent to investors outlines the basics of the new interface and provides a link to log onto the new page. The preview version will only be live for a short period of time (the notice does not specify how long), so users will eventually be reverted to the existing pages; they can also choose to exit the preview at any time.

January 23, 2014

CI Review: John Hancock’s New Insurance Website

John Hancock debuted a new public site,, aimed directly at consumers. The site offers ample information on life and long-term care insurance products and services and features a number of new tools and calculators. John Hancock’s new site also boasts a clean and easily navigable design providing quick access to key online content. The launch was announced with a press release.

October 07, 2013

CI Review: Putnam’s New Website for Retail Investors

Putnam Investments overhauled its Individual Investors website, introducing a sleek new design that makes it easier for retail investors to find investing information. The firm deployed a simpler design, with an improved main navigation menu. Additionally the new site includes responsive design, allowing it to be comfortably viewed across different browser screen sizes and devices.

September 30, 2013

CI Review: OppenheimerFunds Repositions its Advisor Business with New Website

Oppenheimer Funds launched a completely new website for advisors that pushes its content in new and unique directions. Beginning last week, advisors visiting were redirected to the brand new Oppenheimer’s revamp offers advisors a robust and engaging website while also laying the foundation for the firm’s advisor business going forward.