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.

September 25, 2013

CI Review – PNC Bank’s Virtual Wallet: A Site Within A Site

On an investigative whim, Corporate Insight recently opened a PNC Virtual Wallet account. At its core, the Virtual Wallet account breaks your money into three main categories – Spend, Reserve and Growth. Yet this is more than a simple philosophical exercise. Upon opening a Virtual Wallet account, clients actually open three separate accounts linked under the Virtual Wallet name:

September 16, 2013

CI Review: PNC Achievement Sessions

PNC recently introduced PNC Achievement Sessions, a sitelet that provides money management educational resources for consumers. The Achievement Sessions are centered around instructional videos focused on four areas of consumer money management – Spending, Savings, Borrowing, and Investing – and are presented by personal finance experts. Six sessions are currently offered, conducted by four separate instructors. PNC encourages users to suggest additional instructors and session topics.